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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,618 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTONLARSONALLEN WEALTH ADVISORS, Service code 13 1301 W 22ND ST STE 1100 · OAK BROOK, IL 60523 | Contract Administrator | $14,765 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,916 |
ASCENSUS LLC1 year Filed as: MAP RETIREMENT USA LLC Service code 13 W6180 AEROTECH DR · APPLETON, WI 54914 | Contract Administrator | $450 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,906 | $104,479-63.7% | $159,474-76.2% | $79,391-52.3% |
| Participation rate | 44.5% | 76.6%-32.1pp | 82.8%-38.3pp | 70.7%-26.2pp |
| Annual return | 17.65% | 67.98%-50.3pp | 263.68%-246.0pp | 116.88%-99.2pp |
| Employer contribution / active EE | $1,219 | $3,417-64.3% | $4,831-74.8% | $2,428-49.8% |
| Participant deferral / active EE | $2,925 | $6,468-54.8% | $7,353-60.2% | $4,046-27.7% |
| Admin fee / account holder | $466 | $711-34.5% | $10,802-95.7% | $627-25.6% |