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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $42,086 |
ASCENSUS LLC2 years Filed as: TRIUNE FINANCIAL PARTNERS Service code 27 · EIN 20-2194904 | Advisory (Plan) | $25,438 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTONLARSENALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $14,437 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,709 | $88,137-24.3% | $164,975-59.6% | $74,429-10.4% |
| Participation rate | 0.0% | 73.1%-73.1pp | 78.6%-78.6pp | 67.2%-67.2pp |
| Annual return | 26.57% | 17.13%+9.4pp | 70.12%-43.6pp | 1368.38%-1341.8pp |
| Employer contribution / active EE | $287 | $2,597-89.0% | $4,343-93.4% | $2,625-89.1% |
| Participant deferral / active EE | $2,627 | $4,501-41.6% | $6,033-56.5% | $4,348-39.6% |
| Admin fee / account holder | $404 | $2,231-81.9% | $12,688-96.8% | $1,944-79.2% |