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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-4238973 | Recordkeeping | $13,804 |
CLIFTONLARSONALLEN LLP2+ years Service code 10 · EIN 41-0746749 | Accounting | $7,600 |
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 | $322,868 | $56,894+467.5% | $84,753+281.0% | $62,881+413.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 14.75% | 6.30%+8.5pp | 22.78%-8.0pp | 20.14%-5.4pp |
| Employer contribution / active EE | $5,454 | $2,400+127.3% | $3,574+52.6% | $2,281+139.1% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $195 | $3,581-94.6% | $5,333-96.4% | $4,296-95.5% |