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| Provider | Service type | Compensation |
|---|---|---|
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $12,000 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT SER Service code 55 · EIN 52-2114207 | Other Commissions | $4,700 |
Service code 37 · EIN 04-2647786 | Loan Processing | $631 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $20,364 | $44,425-54.2% | $67,834-70.0% | $55,167-63.1% |
| Participation rate | 50.0% | 59.7%-9.7pp | 68.8%-18.8pp | 69.0%-19.0pp |
| Annual return | 12.70% | 17.80%-5.1pp | 138.47%-125.8pp | 169.23%-156.5pp |
| Employer contribution / active EE | $36 | $1,351-97.3% | $2,403-98.5% | $1,963-98.2% |
| Participant deferral / active EE | $1,388 | $2,166-35.9% | $3,160-56.1% | $3,054-54.5% |
| Admin fee / account holder | $133 | $530-74.9% | $4,622-97.1% | $504-73.6% |