Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 27 · EIN 26-4311657 | Advisory (Plan) | $26,635 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,854 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $10,500 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $59,182 | $73,638-19.6% | $95,964-38.3% | $73,497-19.5% |
| Participation rate | 88.5% | 76.2%+12.3pp | 77.1%+11.4pp | 70.7%+17.8pp |
| Annual return | 7.53% | 16.78%-9.3pp | 91.64%-84.1pp | 28.51%-21.0pp |
| Employer contribution / active EE | $0 | $1,863-100.0% | $2,541-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,283 | $3,617-36.9% | $4,167-45.2% | $3,740-39.0% |
| Admin fee / account holder | $352 | $482-27.1% | $6,797-94.8% | $513-31.5% |