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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,635 |
Service code 55 1250 CAPITAL OF TEXAS HIGHWAY S · AUSTIN, TX 78746 | Other Commissions | $10,453 |
CLIFTONLARSONALLEN LLP2+ years Filed as: CLIFTONLARSONALLEN WEALTH ADVISORS Service code 13 PO BOX 86 · MINNEAPOLIS, MN 55486 | Contract Administrator | $400 |
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 | $43,788 | $42,546+2.9% | $71,796-39.0% | $55,167-20.6% |
| Participation rate | 45.6% | 59.1%-13.5pp | 69.1%-23.5pp | 69.0%-23.4pp |
| Annual return | 6.89% | 12.36%-5.5pp | 78.04%-71.1pp | 169.23%-162.3pp |
| Employer contribution / active EE | $491 | $803-38.9% | $1,924-74.5% | $1,963-75.0% |
| Participant deferral / active EE | $1,619 | $2,064-21.6% | $2,794-42.1% | $3,054-47.0% |
| Admin fee / account holder | $3,415 | $650+425.7% | $4,815-29.1% | $504+577.8% |