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| Provider | Service type | Compensation |
|---|---|---|
CLIFTONLARSONALLEN LLP1+ years Filed as: CLIFTONLARSONALLEN WEALTH ADVISORS Service code 13 PO BOX 86 · MINNEAPOLIS, MN 55486 | Contract Administrator | $75 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $75 |
NFP RETIREMENT INC1+ years Filed as: NFP ADVISOR SERVICES LLC Service code 55 1250 CAPITAL OF TEXAS HIGHWAY S · AUSTIN, TX 78746 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,248 | $39,245-15.3% | $64,105-48.1% | $52,331-36.5% |
| Participation rate | 50.0% | 58.2%-8.2pp | 68.2%-18.2pp | 68.1%-18.1pp |
| Annual return | -0.19% | 14.79%-15.0pp | 791.24%-791.4pp | 4.54%-4.7pp |
| Employer contribution / active EE | $1,051 | $736+42.8% | $1,820-42.2% | $1,882-44.1% |
| Participant deferral / active EE | $1,855 | $1,992-6.8% | $2,822-34.2% | $3,022-38.6% |
| Admin fee / account holder | $18,258 | $592+2981.6% | $4,499+305.8% | $592+2986.3% |