Filed November 20, 2015
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THREE BELL CAPITAL LLC2 years Filed as: THREE BELL CAPITAL, LLC Service code 26 · EIN 45-3567626 | Advisory (Participants) | $22,050 |
TIAA4 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $15,226 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $15,225 |
Service code 17 · EIN 26-1233837 | Pension Consulting | $3,199 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,117 | $65,582+25.2% | $64,097+28.1% | $71,529+14.8% |
| Participation rate | 99.1% | 73.2%+26.0pp | 72.3%+26.8pp | 67.9%+31.2pp |
| Annual return | 17.38% | 18.96%-1.6pp | 33.75%-16.4pp | 28.97%-11.6pp |
| Employer contribution / active EE | $6,149 | $2,671+130.3% | $2,750+123.6% | $2,590+137.4% |
| Participant deferral / active EE | $7,276 | $3,628+100.5% | $3,881+87.4% | $4,291+69.5% |
| Admin fee / account holder | $157 | $616-74.5% | $3,070-94.9% | $1,588-90.1% |