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| Provider | Service type | Compensation |
|---|---|---|
PCS RETIREMENT, LLC1 year Filed as: PCS RETIREMENT LLC Service code 12 · EIN 23-3038464 | Consulting (pension); Copying and dup... | $41,863 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTONLARSONALLEN WEALTH ADVISORS Service code 27 220 S 6TH STREET · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $14,294 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $947,233 | $101,672+831.7% | $147,117+543.9% | $74,478+1171.8% |
| Participation rate | 1.6% | 75.5%-73.9pp | 82.2%-80.6pp | 67.2%-65.6pp |
| Annual return | 14.06% | 8757.83%-8743.8pp | 420.54%-406.5pp | 1370.56%-1356.5pp |
| Employer contribution / active EE | $2,970 | $3,813-22.1% | $4,932-39.8% | $2,626+13.1% |
| Participant deferral / active EE | $5,431 | $7,305-25.7% | $8,065-32.7% | $4,350+24.8% |
| Admin fee / account holder | $11,231 | $1,753+540.6% | $12,993-13.6% | $1,946+477.2% |