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 | $69,774+49.4% | $67,561+54.2% | $74,429+40.0% |
| Participation rate | 99.2% | 71.4%+27.8pp | 72.9%+26.3pp | 67.2%+32.0pp |
| Annual return | 13.95% | -40.53%+54.5pp | 3525.44%-3511.5pp | 1368.38%-1354.4pp |
| Employer contribution / active EE | $6,148 | $2,710+126.8% | $2,735+124.8% | $2,625+134.2% |
| Participant deferral / active EE | $7,298 | $3,636+100.7% | $4,003+82.3% | $4,348+67.8% |
| Admin fee / account holder | $207 | $890-76.7% | $4,006-94.8% | $1,944-89.3% |