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| Provider | Service type | Compensation |
|---|---|---|
WOODTRUST BANK9 years Service code 15 · EIN 39-0720440 | Recordkeeping | $178,533 |
CLIFTONLARSONALLEN LLP3 years Service code 10 · EIN 41-0746749 | Accounting | $12,978 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $468,089 | $106,749+338.5% | $145,433+221.9% | $82,448+467.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 14.41% | 27.59%-13.2pp | 66.58%-52.2pp | 41.64%-27.2pp |
| Employer contribution / active EE | $19,634 | $3,444+470.0% | $4,554+331.1% | $2,551+669.7% |
| Participant deferral / active EE | $7,940 | $6,519+21.8% | $7,897+0.5% | $4,139+91.8% |
| Admin fee / account holder | $1,451 | $8,390-82.7% | $13,129-88.9% | $7,234-79.9% |