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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $27,627 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $13,125 |
GOLDMAN SACHS2 years Filed as: BLACKHAWK CAPITAL PARTNERS, LLC Service code 27 · EIN 45-2341486 | Advisory (Plan) | $9,691 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,124 | $77,145-44.1% | $108,410-60.2% | $85,850-49.8% |
| Participation rate | 68.5% | 74.7%-6.1pp | 80.1%-11.6pp | 69.3%-0.8pp |
| Annual return | 10.83% | 44.54%-33.7pp | 905.27%-894.4pp | 318.53%-307.7pp |
| Employer contribution / active EE | $596 | $2,379-74.9% | $3,558-83.2% | $2,565-76.8% |
| Participant deferral / active EE | $2,226 | $5,566-60.0% | $6,563-66.1% | $3,952-43.7% |
| Admin fee / account holder | $558 | $5,172-89.2% | $7,295-92.3% | $6,260-91.1% |