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| Provider | Service type | Compensation |
|---|---|---|
CLIFTONLARSONALLEN LLP4 years Service code 27 · EIN 41-0746749 200 EAST WASHINGTON ST, PO BOX 1739 · APPLETON, WI 549121739 | Advisory (Plan) | $38,638 |
BOYUM & BARENSCHEER PLLP1 year Filed as: BOYUM BARENSCHEER Service code 10 · EIN 41-6192096 | Accounting | $15,700 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN TRUST COMPANY Service code 15 · EIN 62-0951563 | Recordkeeping | $6,074 |
ASCENSUS LLC1 year Filed as: MAP RETIREMENT USA LLC Service code 13 · EIN 39-1884254 | Contract Administrator | $5,674 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $38,484 | $39,286-2.0% | $80,741-52.3% | $79,391-51.5% |
| Participation rate | 28.9% | 41.0%-12.1pp | 54.2%-25.3pp | 70.7%-41.8pp |
| Annual return | 11.49% | 98.95%-87.5pp | 87.30%-75.8pp | 116.88%-105.4pp |
| Employer contribution / active EE | $0 | $594-100.0% | $1,160-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $639 | $1,264-49.4% | $2,145-70.2% | $4,046-84.2% |
| Admin fee / account holder | $569 | $647-12.1% | $3,380-83.2% | $627-9.2% |