Filed December 22, 2020
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| Provider | Service type | Compensation |
|---|---|---|
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN WEALTH ADVISOR Service code 28 220 S. 6TH STREET, SUITE 300 · MINNEAPOLIS, MA 55402 | Investment Management | $61,119 |
PCS RETIREMENT, LLC1 year Filed as: PCS RETIREMENT Service code 12 · EIN 23-3038464 | Claims processing; Contract Administr... | $10,779 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMER Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS, LLLC Service code 27 401 S. TRYON ST. 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $0 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,926 | $101,591-57.7% | $147,096-70.8% | $74,429-42.3% |
| Participation rate | 93.5% | 75.5%+18.0pp | 82.2%+11.3pp | 67.2%+26.3pp |
| Annual return | 9.00% | 8746.45%-8737.5pp | 419.75%-410.8pp | 1368.38%-1359.4pp |
| Employer contribution / active EE | $4,582 | $3,813+20.2% | $4,936-7.2% | $2,625+74.5% |
| Participant deferral / active EE | $4,644 | $7,302-36.4% | $8,071-42.5% | $4,348+6.8% |
| Admin fee / account holder | $320 | $1,750-81.7% | $13,005-97.5% | $1,944-83.6% |