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| Provider | Service type | Compensation |
|---|---|---|
CLIFTONLARSONALLEN LLP1+ years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $7,100 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $6,920 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $39,101 | $46,360-15.7% | $147,617-73.5% | $52,331-25.3% |
| Participation rate | 55.8% | 64.9%-9.1pp | 84.6%-28.8pp | 68.1%-12.3pp |
| Annual return | 0.48% | 1.62%-1.1pp | 61.98%-61.5pp | 4.54%-4.1pp |
| Employer contribution / active EE | $2 | $2,126-99.9% | $5,564-100.0% | $1,882-99.9% |
| Participant deferral / active EE | $2,042 | $2,258-9.6% | $4,895-58.3% | $3,022-32.4% |
| Admin fee / account holder | $146 | $766-80.9% | $11,612-98.7% | $592-75.3% |