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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.5+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $21,188 |
CLIFTONLARSONALLEN LLP4 years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $6,400 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,508 | $49,138+55.7% | $84,021-8.9% | $65,185+17.4% |
| Participation rate | 39.8% | 60.7%-20.9pp | 69.0%-29.2pp | 70.2%-30.4pp |
| Annual return | 26.78% | 23.00%+3.8pp | 71.32%-44.5pp | 29.38%-2.6pp |
| Employer contribution / active EE | $529 | $914-42.1% | $1,984-73.3% | $2,177-75.7% |
| Participant deferral / active EE | $1,681 | $2,397-29.9% | $3,239-48.1% | $3,514-52.2% |
| Admin fee / account holder | $424 | $543-21.9% | $6,102-93.0% | $847-49.9% |