Filed November 20, 2015
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| Provider | Service type | Compensation |
|---|---|---|
THREE BELL CAPITAL LLC3 years Filed as: THREE BELL CAPITAL, LLC Service code 26 · EIN 45-3567626 | Advisory (Participants) | $23,153 |
TIAA5 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $20,867 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $17,850 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,209 | $69,708+49.5% | $67,560+54.2% | $74,478+39.9% |
| Participation rate | 99.2% | 71.4%+27.8pp | 72.9%+26.3pp | 67.2%+32.0pp |
| Annual return | 13.95% | -40.67%+54.6pp | 3533.50%-3519.5pp | 1370.56%-1356.6pp |
| Employer contribution / active EE | $6,148 | $2,715+126.5% | $2,737+124.7% | $2,626+134.1% |
| Participant deferral / active EE | $7,298 | $3,637+100.7% | $4,004+82.3% | $4,350+67.7% |
| Admin fee / account holder | $207 | $887-76.6% | $3,994-94.8% | $1,946-89.4% |