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| Provider | Service type | Compensation |
|---|---|---|
TRUST POINT INC10+ years Service code 15 · EIN 39-0415000 | Recordkeeping | $51,581 |
CLIFTONLARSONALLEN LLP9 years Service code 10 · EIN 41-0746749 | Accounting | $11,550 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,220 | $148,978-17.3% | $200,582-38.6% | $84,808+45.3% |
| Participation rate | 92.6% | 84.2%+8.3pp | 86.9%+5.7pp | 68.3%+24.2pp |
| Annual return | 13.15% | 28.16%-15.0pp | 42.33%-29.2pp | 40.90%-27.7pp |
| Employer contribution / active EE | $2,350 | $4,815-51.2% | $6,419-63.4% | $2,631-10.7% |
| Participant deferral / active EE | $4,981 | $7,142-30.3% | $9,331-46.6% | $4,212+18.3% |
| Admin fee / account holder | $513 | $13,977-96.3% | $16,305-96.9% | $7,344-93.0% |