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| Provider | Service type | Compensation |
|---|---|---|
CARROLL CONSULTANTS ADVISORS, LTD3+ years Service code 28 · EIN 45-3943005 | Investment Management | $30,000 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $8,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,937 | $92,091+48.7% | $62,995+117.4% | $77,958+75.7% |
| Participation rate | 42.4% | 74.5%-32.0pp | 74.8%-32.4pp | 71.6%-29.2pp |
| Annual return | 13.95% | 16.23%-2.3pp | 87.57%-73.6pp | 20.87%-6.9pp |
| Employer contribution / active EE | $542 | $3,424-84.2% | $2,759-80.3% | $2,310-76.5% |
| Participant deferral / active EE | $2,267 | $3,361-32.6% | $3,329-31.9% | $3,537-35.9% |
| Admin fee / account holder | $25 | $48-47.2% | $3,600-99.3% | $97-74.0% |