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| Provider | Service type | Compensation |
|---|---|---|
FOCUS PARTNER WEALTH LLC1 year Service code 99 201 WASHINGTON ST 11TH FL · BOSTON, MA 02108 | Other Fees | $58,855 |
CLIFTONLARSONALLEN LLP9 years Service code 99 1301 W 22ND ST STE 1100 · OAK BROOK, IL 60423 | Other Fees | $20,475 |
ASSOCIATED PENSION CONSULTANTS11+ years Service code 13 · EIN 94-2456320 2035 FOREST AVE · CHICO, CA 95926 | Contract Administrator | $15,295 |
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 6455 IRVINE CENTER DR · IRVINE, CA 92618 | Recordkeeping Fees | $600 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,656 | $85,515+145.2% | $112,040+87.1% | $67,986+208.4% |
| Participation rate | 51.6% | 68.2%-16.6pp | 76.5%-24.9pp | 57.2%-5.6pp |
| Annual return | 17.59% | 29.68%-12.1pp | 24.52%-6.9pp | 31.67%-14.1pp |
| Employer contribution / active EE | $0 | $2,191-100.0% | $2,954-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,475 | $4,014-63.2% | $5,098-71.1% | $3,358-56.1% |
| Admin fee / account holder | $790 | $3,774-79.1% | $12,098-93.5% | $3,203-75.3% |