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| Provider | Service type | Compensation |
|---|---|---|
WOODTRUST BANK3 years Service code 15 · EIN 39-0720440 | Recordkeeping | $150,391 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN LLP Service code 27 · EIN 41-0746749 | Advisory (Plan) | $9,000 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $387,722 | $89,355+333.9% | $141,162+174.7% | $72,985+431.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 18.69% | 111.85%-93.2pp | 71.39%-52.7pp | 81.00%-62.3pp |
| Employer contribution / active EE | $16,407 | $3,114+426.8% | $4,735+246.5% | $2,440+572.5% |
| Participant deferral / active EE | $5,717 | $5,418+5.5% | $6,709-14.8% | $3,607+58.5% |
| Admin fee / account holder | $1,411 | $5,958-76.3% | $10,261-86.3% | $5,124-72.5% |