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| Provider | Service type | Compensation |
|---|---|---|
FOSTER GROUP5 years Filed as: FOSTER GROUP INC Service code 27 · EIN 42-1361385 | Advisory (Plan) | $62,760 |
Service code 37 · EIN 04-2647786 | Loan Processing | $22,708 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $14,280 |
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 | $98,015 | $101,499-3.4% | $147,005-33.3% | $74,546+31.5% |
| Participation rate | 88.5% | 75.5%+13.0pp | 82.2%+6.4pp | 67.2%+21.3pp |
| Annual return | 10.97% | 8732.34%-8721.4pp | 418.76%-407.8pp | 1366.03%-1355.1pp |
| Employer contribution / active EE | $729 | $3,811-80.9% | $4,934-85.2% | $2,624-72.2% |
| Participant deferral / active EE | $7,591 | $7,304+3.9% | $8,070-5.9% | $4,347+74.6% |
| Admin fee / account holder | $445 | $1,748-74.5% | $13,006-96.6% | $1,944-77.1% |