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| Provider | Service type | Compensation |
|---|---|---|
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTONLARSONALLEN WEALTH ADVISORS Service code 13 3077 W. JEFFERSON ST., STE 105 · JOLIET, IL 60435 | Contract Administrator | $23,165 |
Service code 64 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,917 |
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.)
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 | $131,395 | $60,795+116.1% | $69,483+89.1% | $65,186+101.6% |
| Participation rate | 55.5% | 74.9%-19.4pp | 74.6%-19.1pp | 70.2%-14.7pp |
| Annual return | 16.31% | 17.46%-1.1pp | 28.99%-12.7pp | 29.39%-13.1pp |
| Employer contribution / active EE | $2,081 | $2,452-15.1% | $2,780-25.1% | $2,177-4.4% |
| Participant deferral / active EE | $2,861 | $3,162-9.5% | $3,537-19.1% | $3,514-18.6% |
| Admin fee / account holder | $306 | $314-2.4% | $3,841-92.0% | $847-63.8% |