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| Provider | Service type | Compensation |
|---|---|---|
CLIFTONLARSONALLEN LLP1+ years Filed as: CLIFTON LARSON ALLEN Service code 10 · EIN 41-0746749 | Accounting | $7,806 |
AMERITAS LIFE INSURANCE CORP2+ years Service code 15 · EIN 47-0098400 | Recordkeeping | $3,617 |
BRINKER CAPITAL2+ years Filed as: ORION INVESTMENT COMPANY Service code 28 · EIN 43-1237342 | Investment Management | $3,335 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,690 | $48,364-73.8% | $71,796-82.3% | $62,891-79.8% |
| Participation rate | 49.5% | 60.6%-11.2pp | 69.1%-19.6pp | 69.3%-19.8pp |
| Annual return | 5.50% | 13.16%-7.7pp | 78.04%-72.5pp | 20.14%-14.6pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,218 | $2,091-41.8% | $2,794-56.4% | $3,203-62.0% |
| Admin fee / account holder | $118 | $3,771-96.9% | $4,815-97.6% | $4,296-97.3% |