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| Provider | Service type | Compensation |
|---|---|---|
CLIFTONLARSONALLEN LLP3 years Filed as: CLIFTONLARSONALLEN WEALTH ADVIOSORS Service code 26 · EIN 41-0746749 | Advisory (Participants) | $56,610 |
PCS RETIREMENT, LLC4 years Service code 15 · EIN 23-3038464 | Recordkeeping | $18,052 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55 | $183,627-100.0% | $155,602-100.0% | $145,978-100.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -96.62% | 61.32%-157.9pp | 64.81%-161.4pp | 550.52%-647.1pp |
| Employer contribution / active EE | $20,469 | $5,316+285.0% | $4,675+337.8% | $4,662+339.1% |
| Participant deferral / active EE | $45,866 | $6,466+609.4% | $5,629+714.9% | $6,690+585.6% |
| Admin fee / account holder | $1,697 | $19,327-91.2% | $15,923-89.3% | $13,400-87.3% |