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| Provider | Service type | Compensation |
|---|---|---|
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTONLARSONALLEN WEALTH ADVISORS Service code 99 · EIN 41-0746749 | Other Fees | $11,172 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $732 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $19,669 | $25,723-23.5% | $69,182-71.6% | $55,167-64.3% |
| Participation rate | 52.4% | 39.4%+13.0pp | 55.1%-2.7pp | 69.0%-16.6pp |
| Annual return | 6.54% | 9.56%-3.0pp | -21.93%+28.5pp | 169.23%-162.7pp |
| Employer contribution / active EE | $2,057 | $480+328.1% | $1,206+70.5% | $1,963+4.8% |
| Participant deferral / active EE | $1,646 | $963+70.8% | $1,897-13.2% | $3,054-46.1% |
| Admin fee / account holder | $137 | $365-62.4% | $2,697-94.9% | $504-72.8% |