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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $32,900 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN, LLP Service code 10 · EIN 41-0746749 | Accounting | $27,358 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS Service code 27 · EIN 36-4001764 | Advisory (Plan) | $24,974 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,422 | $95,369+29.4% | $135,942-9.2% | $74,440+65.8% |
| Participation rate | 96.6% | 78.2%+18.4pp | 81.9%+14.7pp | 70.7%+25.9pp |
| Annual return | 17.80% | 32.72%-14.9pp | 68.28%-50.5pp | 34.37%-16.6pp |
| Employer contribution / active EE | $0 | $3,878-100.0% | $4,858-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $9,708 | $7,788+24.7% | $7,759+25.1% | $4,529+114.4% |
| Admin fee / account holder | $160 | $266-39.8% | $10,764-98.5% | $348-53.9% |