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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $18,617 |
CLIFTONLARSONALLEN LLP1+ years Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $13,700 |
J. MACK1+ years Filed as: MACK ROBERTS Service code 10 · EIN 93-1159640 | Accounting | $12,200 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $54,064 | $75,284-28.2% | $91,004-40.6% | $69,631-22.4% |
| Participation rate | 65.4% | 80.4%-15.0pp | 75.6%-10.2pp | 70.7%-5.3pp |
| Annual return | 35.23% | 48.40%-13.2pp | 4.60%+30.6pp | 27571.02%-27535.8pp |
| Employer contribution / active EE | $0 | $2,473-100.0% | $2,456-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $3,229 | $3,700-12.7% | $3,548-9.0% | $3,224+0.2% |
| Admin fee / account holder | $179 | $111+61.8% | $5,417-96.7% | $110+62.0% |