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| Provider | Service type | Compensation |
|---|---|---|
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTON LARSON ALLEN Service code 10 · EIN 41-0746749 | Accounting | $10,778 |
BRINKER CAPITAL3+ years Filed as: ORION INVESTMENT COMPANY Service code 28 · EIN 43-1237342 | Investment Management | $3,331 |
AMERITAS LIFE INSURANCE CORP3+ years Service code 15 · EIN 47-0098400 | Recordkeeping | $2,288 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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).
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 | $15,238 | $51,466-70.4% | $78,778-80.7% | $62,293-75.5% |
| Participation rate | 44.8% | 59.8%-15.0pp | 69.2%-24.4pp | 69.5%-24.8pp |
| Annual return | 12.33% | 19.96%-7.6pp | 35.62%-23.3pp | 28.90%-16.6pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,393 | $2,147-35.1% | $2,958-52.9% | $3,169-56.1% |
| Admin fee / account holder | $144 | $489-70.6% | $5,134-97.2% | $479-70.0% |