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| Provider | Service type | Compensation |
|---|---|---|
CLIFTONLARSONALLEN LLP4+ years Filed as: CLIFTONLARSONALLENLLP Service code 10 4505 STEPHEN CIRCLE, SUITE 200 · CANTON, OH 44718 | Accounting | $9,525 |
PENSION ASSURANCE LLP5+ years Filed as: PENSION CONSULTING SERVICES, LLC Service code 15 1737 GEORGETOWN ROAD, SUITE C · HUDSON, OH 44236 | Recordkeeping | $3,535 |
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.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,087 | $107,941+81.7% | $91,994+113.2% | $152,909+28.2% |
| Participation rate | 0.0% | 81.2%-81.2pp | 78.6%-78.6pp | 82.5%-82.5pp |
| Annual return | 15.76% | 89.28%-73.5pp | 69.04%-53.3pp | 345.46%-329.7pp |
| Employer contribution / active EE | $746 | $4,212-82.3% | $3,453-78.4% | $4,764-84.3% |
| Participant deferral / active EE | $1,943 | $6,366-69.5% | $5,924-67.2% | $5,851-66.8% |
| Admin fee / account holder | $1,107 | $10,521-89.5% | $7,744-85.7% | $11,601-90.5% |