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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 45-2984270 | Advisory (Plan) | $88,955 |
Service code 37 · EIN 04-2647786 | Loan Processing | $76,731 |
CLIFTONLARSONALLEN LLP6+ years Service code 10 · EIN 41-0746748 | Accounting | $14,700 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,456 | $73,638+105.7% | $95,960+57.8% | $73,493+106.1% |
| Participation rate | 99.2% | 76.2%+23.0pp | 77.1%+22.1pp | 70.7%+28.5pp |
| Annual return | 15.91% | 16.78%-0.9pp | 91.63%-75.7pp | 28.51%-12.6pp |
| Employer contribution / active EE | $2,784 | $1,863+49.4% | $2,541+9.6% | $2,270+22.6% |
| Participant deferral / active EE | $9,731 | $3,617+169.0% | $4,167+133.5% | $3,740+160.2% |
| Admin fee / account holder | $388 | $482-19.6% | $6,797-94.3% | $513-24.4% |