Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CLIFTONLARSONALLEN LLP4+ years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $15,750 |
Filed as: TRANSAMERICA LIFE INSURANCE CO Service code 15 · EIN 39-0989781 | Recordkeeping | $12,316 |
COMPENSATION SYSTEMS, INC.2 years Service code 15 · EIN 35-1277460 | Recordkeeping | $9,575 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $7,374 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,734 | $58,093-57.4% | $80,022-69.1% | $56,287-56.1% |
| Participation rate | 45.0% | 73.6%-28.6pp | 75.8%-30.8pp | 69.9%-24.8pp |
| Annual return | -7.63% | 34.63%-42.3pp | 11.22%-18.8pp | -9.96%+2.3pp |
| Employer contribution / active EE | $773 | $1,933-60.0% | $2,468-68.7% | $2,111-63.4% |
| Participant deferral / active EE | $1,658 | $3,136-47.1% | $3,686-55.0% | $3,350-50.5% |
| Admin fee / account holder | $372 | $623-40.2% | $6,521-94.3% | $521-28.6% |