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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 | Recordkeeping Fees | $63,496 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN WEALTH ADVISOR Service code 10 | Accounting | $20,479 |
Filed as: ONEDIGITAL INVESTMENT Service code 27 | Advisory (Plan) | $15,000 |
HUNNEX AND SHOEMAKER, INC.2+ years Service code 13 | Contract Administrator | $10,644 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,942 | $59,456-54.7% | $93,669-71.2% | $74,429-63.8% |
| Participation rate | 25.0% | 59.6%-34.6pp | 68.7%-43.7pp | 67.2%-42.2pp |
| Annual return | 10.65% | 82.00%-71.4pp | 133.59%-122.9pp | 1368.38%-1357.7pp |
| Employer contribution / active EE | $871 | $1,266-31.2% | $2,424-64.1% | $2,625-66.8% |
| Participant deferral / active EE | $1,707 | $3,052-44.1% | $4,416-61.3% | $4,348-60.7% |
| Admin fee / account holder | $469 | $3,026-84.5% | $8,291-94.3% | $1,944-75.9% |