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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS3 years Filed as: AMERICAN TRUST COMPANY Service code 15 · EIN 62-0951563 | Recordkeeping | $12,362 |
CLIFTONLARSONALLEN LLP6 years Service code 27 · EIN 41-0746749 200 EAST WASHINGTON ST, PO BOX 1739 · APPLETON, WI 549121739 | Advisory (Plan) | $12,260 |
BOYUM & BARENSCHEER PLLP3 years Filed as: BOYUM BARENSCHEER Service code 10 · EIN 41-6192096 | Accounting | $12,005 |
ASCENSUS LLC3 years Filed as: MAP RETIREMENT USA LLC Service code 13 · EIN 39-1884254 | Contract Administrator | $7,760 |
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.)
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 | $30,450 | $27,800+9.5% | $58,507-48.0% | $71,529-57.4% |
| Participation rate | 30.4% | 34.6%-4.2pp | 50.9%-20.5pp | 67.9%-37.5pp |
| Annual return | 14.86% | 26.80%-11.9pp | 4252.32%-4237.5pp | 28.97%-14.1pp |
| Employer contribution / active EE | $0 | $632-100.0% | $1,053-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $592 | $1,208-51.0% | $1,922-69.2% | $4,291-86.2% |
| Admin fee / account holder | $420 | $1,637-74.4% | $2,486-83.1% | $1,588-73.6% |