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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,171 |
CLIFTONLARSONALLEN LLP3 years Filed as: CLIFTONLARSONALLEN WEALTH ADVISORS Service code 27 1301 W. 22ND ST. STE 1100 · OAK BROOK, IL 60523 | Advisory (Plan) | $20,541 |
ASCENSUS LLC3 years Filed as: MAP RETIREMENT USA LLC Service code 13 W6180 AEROTECH DRIVE · APPLETON, WI 54914 | Contract Administrator | $4,700 |
Service code 99 6504 BRIDGE POINT PKWY · AUSTIN, TX 78730 | Other Fees | $3,443 |
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.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,986 | $72,994-31.5% | $120,380-58.5% | $77,692-35.7% |
| Participation rate | 25.6% | 55.2%-29.7pp | 71.9%-46.3pp | 70.6%-45.0pp |
| Annual return | 10.92% | 18.23%-7.3pp | 107.28%-96.4pp | 31.25%-20.3pp |
| Employer contribution / active EE | $173 | $1,793-90.3% | $3,465-95.0% | $2,726-93.6% |
| Participant deferral / active EE | $1,147 | $3,011-61.9% | $4,992-77.0% | $4,648-75.3% |
| Admin fee / account holder | $321 | $658-51.2% | $9,421-96.6% | $431-25.4% |