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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 27 · EIN 26-4311657 | Advisory (Plan) | $26,878 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,852 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $11,150 |
Employer 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.)
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $52,770 | $65,376-19.3% | $87,104-39.4% | $65,185-19.0% |
| Participation rate | 90.2% | 75.3%+14.8pp | 76.9%+13.3pp | 70.2%+20.0pp |
| Annual return | 19.44% | 31.27%-11.8pp | 28.19%-8.8pp | 29.38%-9.9pp |
| Employer contribution / active EE | $0 | $1,822-100.0% | $2,521-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $3,013 | $3,388-11.1% | $4,048-25.6% | $3,514-14.3% |
| Admin fee / account holder | $316 | $520-39.1% | $7,491-95.8% | $847-62.7% |