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| Provider | Service type | Compensation |
|---|---|---|
CLIFTONLARSONALLEN LLP6 years Filed as: CLIFTONLARSONALLEN WEALTH ADVISORS Service code 27 P.O. BOX 829709 · PHILADELPHIA, PA 19182 | Advisory (Plan) | $29,366 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,142 |
ASCENSUS LLC4 years Filed as: MAP RETIREMENT USA LLC Service code 13 · EIN 86-3678481 W6180 AEROTECH DR. · APPLETON, WI 54914 | Contract Administrator | $1,500 |
MAP RETIREMENT, INC.1 year Filed as: MAP RETIREMENT INC Service code 99 · EIN 39-1884254 W6180 AEROTECH DR · APPLETON, WI 54914 | Other Fees | $150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $100,281 | $69,708+43.9% | $67,560+48.4% | $74,478+34.6% |
| Participation rate | 60.0% | 71.4%-11.4pp | 72.9%-12.9pp | 67.2%-7.2pp |
| Annual return | 10.67% | -40.67%+51.3pp | 3533.50%-3522.8pp | 1370.56%-1359.9pp |
| Employer contribution / active EE | $2,596 | $2,715-4.4% | $2,737-5.1% | $2,626-1.2% |
| Participant deferral / active EE | $4,139 | $3,637+13.8% | $4,004+3.4% | $4,350-4.8% |
| Admin fee / account holder | $225 | $887-74.6% | $3,994-94.4% | $1,946-88.4% |