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| Provider | Service type | Compensation |
|---|---|---|
SOUTHWEST BANK5 years Service code 27 · EIN 75-0749819 | Advisory (Plan) | $37,825 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $31,487 |
CLIFTONLARSONALLEN LLP3 years Filed as: CRI TPA SERVICES, LLC Service code 15 · EIN 83-4124826 | Recordkeeping | $18,149 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,046 | $72,482-48.9% | $129,118-71.3% | $64,824-42.9% |
| Participation rate | 28.0% | 79.2%-51.2pp | 77.2%-49.2pp | 71.5%-43.5pp |
| Annual return | -11.43% | -9.08%-2.4pp | -10.94%-0.5pp | 32.84%-44.3pp |
| Employer contribution / active EE | $917 | $4,247-78.4% | $5,051-81.9% | $2,507-63.4% |
| Participant deferral / active EE | $1,796 | $5,679-68.4% | $6,539-72.5% | $4,311-58.3% |
| Admin fee / account holder | $293 | $144+102.7% | $14,305-98.0% | $188+55.7% |