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| 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $343,407 | $82,664+315.4% | $125,339+174.0% | $68,494+401.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.48% | -5.97%-9.5pp | 572.05%-587.5pp | -7.84%-7.6pp |
| Employer contribution / active EE | $16,545 | $3,381+389.4% | $4,814+243.7% | $2,596+537.3% |
| Participant deferral / active EE | $7,470 | $6,110+22.3% | $7,446+0.3% | $4,027+85.5% |
| Admin fee / account holder | $1,380 | $6,275-78.0% | $10,010-86.2% | $5,403-74.5% |