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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,071 |
Service code 55 5707 SW PKWY · AUSTIN, TX 78735 | Other Commissions | $12,596 |
CLIFTONLARSONALLEN LLP5+ years Filed as: CLIFTONLARSONALLEN WEALTH ADVISORS Service code 13 3077 W. JEFFERSON STREET · JOLIET, IL 60435 | Contract Administrator | $525 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $124 |
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 | $38,723 | $58,493-33.8% | $84,021-53.9% | $72,975-46.9% |
| Participation rate | 60.8% | 61.2%-0.4pp | 69.0%-8.2pp | 69.5%-8.7pp |
| Annual return | 20.91% | 28.93%-8.0pp | 71.32%-50.4pp | 81.01%-60.1pp |
| Employer contribution / active EE | $495 | $1,163-57.4% | $1,984-75.1% | $2,440-79.7% |
| Participant deferral / active EE | $1,674 | $2,394-30.1% | $3,239-48.3% | $3,608-53.6% |
| Admin fee / account holder | $1,836 | $4,569-59.8% | $6,102-69.9% | $5,124-64.2% |