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| Provider | Service type | Compensation |
|---|---|---|
PCS RETIREMENT, LLC5 years Service code 12 · EIN 23-3038464 | Contract Administrator; Consulting (p... | $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 | $81,233-82.1% | $155,567-90.7% | $80,874-82.0% |
| Participation rate | 66.7% | 66.2%+0.4pp | 78.2%-11.5pp | 67.6%-1.0pp |
| Annual return | 10.00% | 33.33%-23.3pp | 64.74%-54.7pp | 35.62%-25.6pp |
| Employer contribution / active EE | $401 | $3,101-87.1% | $4,674-91.4% | $2,756-85.4% |
| Participant deferral / active EE | $1,108 | $3,452-67.9% | $5,628-80.3% | $4,297-74.2% |
| Admin fee / account holder | $188 | $7,998-97.6% | $15,916-98.8% | $6,935-97.3% |