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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant loan processing; Float re... | $79,125 |
BLAKE & UHLIG, P.A.5+ years Service code 29 · EIN 48-0918231 | Legal | $57,219 |
RBC WEALTH MANAGEMENT5+ years Service code 26 · EIN 41-1416330 | Advisory (Participants) | $40,000 |
WILSON-MCSHANE CORPORATION5+ years Service code 13 · EIN 41-0956552 | Contract Administrator | $34,459 |
CLIFTONLARSONALLEN LLP5+ years Service code 10 · EIN 41-0746749 | Accounting | $20,064 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,043 | $110,699+27.4% | $177,839-20.7% | $90,274+56.2% |
| Participation rate | 100.0% | 88.3%+11.7pp | 87.7%+12.3pp | 73.4%+26.6pp |
| Annual return | 8.84% | 22.79%-13.9pp | 48.33%-39.5pp | 53.97%-45.1pp |
| Employer contribution / active EE | $5,676 | $4,118+37.8% | $5,919-4.1% | $2,523+124.9% |
| Participant deferral / active EE | $0 | $6,731-100.0% | $7,714-100.0% | $4,231-100.0% |
| Admin fee / account holder | $201 | $90+122.8% | $12,432-98.4% | $114+75.9% |