Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $6,556 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTONLARSONALLEN WEALTH ADVISORS Service code 27 · EIN 41-0746749 | Advisory (Plan) | $6,140 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,062 | $69,848-51.2% | $115,756-70.6% | $66,930-49.1% |
| Participation rate | 48.9% | 70.6%-21.8pp | 77.1%-28.2pp | 69.8%-21.0pp |
| Annual return | 28.42% | 969.66%-941.2pp | 143.14%-114.7pp | 1.57%+26.8pp |
| Employer contribution / active EE | $2,068 | $2,613-20.8% | $3,793-45.5% | $2,545-18.7% |
| Participant deferral / active EE | $1,554 | $4,274-63.6% | $6,254-75.1% | $4,238-63.3% |
| Admin fee / account holder | $154 | $337-54.4% | $8,124-98.1% | $593-74.1% |