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| Provider | Service type | Compensation |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK5+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $20,762 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $13,466 |
CLIFTONLARSONALLEN LLP5+ years Filed as: CLIFTON LARSON ALLEN Service code 10 · EIN 41-0746749 | Accounting | $7,878 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $59,100 | $86,341-31.6% | $125,192-52.8% | $65,185-9.3% |
| Participation rate | 49.7% | 75.3%-25.6pp | 79.8%-30.1pp | 70.2%-20.5pp |
| Annual return | 24.51% | 27.44%-2.9pp | 43.79%-19.3pp | 29.38%-4.9pp |
| Employer contribution / active EE | $1,459 | $2,040-28.5% | $3,866-62.3% | $2,177-33.0% |
| Participant deferral / active EE | $3,308 | $3,538-6.5% | $4,937-33.0% | $3,514-5.9% |
| Admin fee / account holder | $354 | $609-41.9% | $9,704-96.4% | $847-58.2% |