Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WOODTRUST BANK6 years Service code 15 · EIN 39-0720440 | Recordkeeping | $162,155 |
CLIFTONLARSONALLEN LLP4 years Filed as: CLIFTON LARSON ALLEN LLP Service code 27 · EIN 41-0746749 | Advisory (Plan) | $10,390 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $343,407 | $82,674+315.4% | $125,381+173.9% | $68,486+401.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.48% | -5.97%-9.5pp | 572.31%-587.8pp | -7.85%-7.6pp |
| Employer contribution / active EE | $16,545 | $3,382+389.2% | $4,815+243.6% | $2,597+537.2% |
| Participant deferral / active EE | $7,470 | $6,111+22.2% | $7,448+0.3% | $4,028+85.5% |
| Admin fee / account holder | $1,380 | $6,277-78.0% | $10,007-86.2% | $5,404-74.5% |