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| Provider | Service type | Compensation |
|---|---|---|
PCS RETIREMENT, LLC5 years Service code 12 · EIN 23-3038464 | Claims processing; Recordkeeping and ... | $14,428 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTON LARSON ALLEN WEALTH ADVISOR Service code 27 600 WASHINGTON AVE STE 1800 · SAINT LOUIS, MA 63101 | Advisory (Plan) | $8,116 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,529 | $81,276-82.1% | $155,574-90.7% | $80,925-82.0% |
| Participation rate | 66.7% | 66.2%+0.4pp | 78.2%-11.5pp | 67.7%-1.0pp |
| Annual return | 10.00% | 33.36%-23.4pp | 64.87%-54.9pp | 35.65%-25.6pp |
| Employer contribution / active EE | $401 | $3,103-87.1% | $4,676-91.4% | $2,756-85.4% |
| Participant deferral / active EE | $1,108 | $3,453-67.9% | $5,629-80.3% | $4,299-74.2% |
| Admin fee / account holder | $188 | $7,993-97.6% | $15,914-98.8% | $6,940-97.3% |