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| Provider | Service type | Compensation |
|---|---|---|
WOODTRUST BANK8 years Service code 15 · EIN 39-0720440 | Recordkeeping | $171,556 |
CLIFTONLARSONALLEN LLP2 years Service code 27 · EIN 41-0746749 | Advisory (Plan) | $12,600 |
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.
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 | $460,959 | $102,317+350.5% | $146,958+213.7% | $80,856+470.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 10.54% | 134.76%-124.2pp | 418.34%-407.8pp | 35.59%-25.1pp |
| Employer contribution / active EE | $19,335 | $3,713+420.7% | $4,933+292.0% | $2,755+601.9% |
| Participant deferral / active EE | $7,865 | $6,644+18.4% | $8,070-2.5% | $4,296+83.1% |
| Admin fee / account holder | $1,450 | $7,941-81.7% | $12,998-88.8% | $6,918-79.0% |