Filed November 20, 2015
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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $26,930 |
THREE BELL CAPITAL LLC4 years Filed as: THREE BELL CAPITAL, LLC Service code 26 · EIN 45-3567626 | Advisory (Participants) | $24,310 |
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0746749 | Accounting | $18,196 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,933 | $64,705+88.4% | $62,929+93.8% | $67,986+79.4% |
| Participation rate | 99.2% | 65.6%+33.6pp | 73.1%+26.0pp | 57.2%+42.0pp |
| Annual return | 15.57% | 20.31%-4.7pp | 1063.93%-1048.4pp | 31.67%-16.1pp |
| Employer contribution / active EE | $6,599 | $2,376+177.8% | $2,505+163.5% | $2,019+226.9% |
| Participant deferral / active EE | $7,552 | $3,198+136.2% | $3,888+94.2% | $3,358+124.9% |
| Admin fee / account holder | $239 | $1,428-83.3% | $5,065-95.3% | $3,203-92.5% |