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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-4238973 | Recordkeeping | $15,310 |
CLIFTONLARSONALLEN LLP1+ years Service code 10 · EIN 41-0746749 | Accounting | $5,500 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $311,308 | $52,678+491.0% | $75,784+310.8% | $59,633+422.0% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | 63.55% | 2.95%+60.6pp | 9.68%+53.9pp | 2041.45%-1977.9pp |
| Employer contribution / active EE | $5,503 | $2,193+150.9% | $3,323+65.6% | $2,203+149.8% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $198 | $3,610-94.5% | $5,300-96.3% | $4,297-95.4% |