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| Provider | Service type | Compensation |
|---|---|---|
CLIFTONLARSONALLEN LLP2+ years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $7,322 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $6,899 |
Service code 15 · EIN 39-0989781 | Recordkeeping | $3,621 |
COMPENSATION SYSTEMS, INC.2+ years Filed as: COMPENSATION SYSTEMS INC Service code 15 · EIN 35-1277460 | Recordkeeping | $2,038 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $19,348 | $56,640-65.8% | $78,002-75.2% | $55,167-64.9% |
| Participation rate | 42.3% | 73.3%-31.0pp | 75.5%-33.2pp | 69.0%-26.7pp |
| Annual return | 13.18% | 2868.48%-2855.3pp | 425.99%-412.8pp | 169.23%-156.0pp |
| Employer contribution / active EE | $883 | $1,724-48.8% | $2,470-64.2% | $1,963-55.0% |
| Participant deferral / active EE | $1,396 | $2,778-49.7% | $3,497-60.1% | $3,054-54.3% |
| Admin fee / account holder | $268 | $467-42.5% | $5,481-95.1% | $504-46.8% |