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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 | $183,592-100.0% | $155,574-100.0% | $145,877-100.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -96.62% | 61.37%-158.0pp | 64.87%-161.5pp | 551.28%-647.9pp |
| Employer contribution / active EE | $20,469 | $5,317+285.0% | $4,676+337.8% | $4,663+339.0% |
| Participant deferral / active EE | $45,866 | $6,466+609.3% | $5,629+714.8% | $6,691+585.5% |
| Admin fee / account holder | $1,697 | $19,316-91.2% | $15,914-89.3% | $13,402-87.3% |