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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,561 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTON LARSON ALLEN WEALTH ADVISOR Service code 27 1301 W 22ND ST STE 1100 · OAK BROOK, IL 60523 | Advisory (Plan) | $4,664 |
ASCENSUS LLC2 years Filed as: MAP RETIREMENT USA LLC Service code 13 W6180 AEROTECH DR · APPLETON, WI 54914 | Contract Administrator | $2,000 |
Service code 99 6504 BRIDGE POINT PKWY · AUSTIN, TX 787305097 | Other Fees | $314 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,910 | $58,292-86.4% | $86,640-90.9% | $71,511-88.9% |
| Participation rate | 30.5% | 65.0%-34.5pp | 71.7%-41.2pp | 67.9%-37.4pp |
| Annual return | 18.58% | 21.63%-3.1pp | 592.52%-573.9pp | 28.86%-10.3pp |
| Employer contribution / active EE | $0 | $2,574-100.0% | $3,024-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,146 | $3,438-66.7% | $4,438-74.2% | $4,291-73.3% |
| Admin fee / account holder | $136 | $1,057-87.1% | $5,616-97.6% | $1,588-91.4% |