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| Provider | Service type | Compensation |
|---|---|---|
CLIFTONLARSONALLEN LLP6 years Filed as: CLIFTONLARSONALLEN WEALTH ADVISORS Service code 26 · EIN 41-0746749 | Advisory (Participants) | $22,992 |
Filed as: FIDELITY INVESTMENTS INST OPS COMP Service code 37 · EIN 04-2647786 | Loan Processing | $8,931 |
AMERICAN REALTY ADVISORS6 years Filed as: AMERICAN TRUST COMPANY Service code 15 · EIN 62-0951563 | Recordkeeping | $6,903 |
ASCENSUS LLC3 years Filed as: MAP RETIREMENT USA LLC Service code 15 · EIN 86-3678481 | Recordkeeping | $1,400 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,052 | $55,932+87.8% | $76,735+36.9% | $67,986+54.5% |
| Participation rate | 85.2% | 50.8%+34.4pp | 69.5%+15.7pp | 57.2%+28.0pp |
| Annual return | 1.75% | 23.10%-21.4pp | 29.77%-28.0pp | 31.67%-29.9pp |
| Employer contribution / active EE | $1,036 | $1,487-30.3% | $2,454-57.8% | $2,019-48.7% |
| Participant deferral / active EE | $3,625 | $2,558+41.7% | $4,088-11.3% | $3,358+7.9% |
| Admin fee / account holder | $332 | $4,907-93.2% | $7,189-95.4% | $3,203-89.6% |