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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $34,860 |
PARALLEL ADVISORS LLC2 years Service code 27 · EIN 20-4420591 | Advisory (Plan) | $33,442 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $15,250 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $52,836 | $77,816-32.1% | $123,552-57.2% | $64,173-17.7% |
| Participation rate | 98.8% | 74.7%+24.1pp | 82.3%+16.5pp | 69.6%+29.2pp |
| Annual return | -7.00% | 12.49%-19.5pp | 119.20%-126.2pp | 7.63%-14.6pp |
| Employer contribution / active EE | $2,099 | $3,014-30.3% | $4,628-54.6% | $2,381-11.8% |
| Participant deferral / active EE | $7,425 | $5,240+41.7% | $6,426+15.6% | $3,470+114.0% |
| Admin fee / account holder | $482 | $5,519-91.3% | $9,285-94.8% | $4,887-90.1% |