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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $31,591 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $15,750 |
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $13,918 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,854 | $69,745-2.7% | $67,511+0.5% | $74,546-9.0% |
| Participation rate | 83.9% | 71.3%+12.5pp | 72.9%+11.0pp | 67.2%+16.6pp |
| Annual return | 10.30% | -40.37%+50.7pp | 3517.41%-3507.1pp | 1366.03%-1355.7pp |
| Employer contribution / active EE | $2,513 | $2,705-7.1% | $2,733-8.0% | $2,624-4.2% |
| Participant deferral / active EE | $6,278 | $3,636+72.7% | $4,000+56.9% | $4,347+44.4% |
| Admin fee / account holder | $352 | $894-60.6% | $3,999-91.2% | $1,944-81.9% |