Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CLIFTONLARSONALLEN LLP3 years Filed as: CLIFTONLARSONALLEN WEALTH ADVISORS Service code 13 3077 W. JEFFERSON ST., STE 105 · JOLIET, IL 60435 | Contract Administrator | $27,355 |
Service code 64 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,385 |
ASCENSUS LLC1 year Filed as: MAP RETIREMENT USA LLC Service code 13 · EIN 86-3678481 W6180 AEROTECH DR · APPLETON, WI 54914 | Contract Administrator | $450 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,956 | $74,706+139.5% | $75,714+136.4% | $79,391+125.4% |
| Participation rate | 12.4% | 75.3%-62.9pp | 74.8%-62.4pp | 70.7%-58.3pp |
| Annual return | 11.25% | 18.52%-7.3pp | 104.62%-93.4pp | 116.88%-105.6pp |
| Employer contribution / active EE | $1,909 | $2,590-26.3% | $2,744-30.4% | $2,428-21.4% |
| Participant deferral / active EE | $3,099 | $3,533-12.3% | $3,820-18.9% | $4,046-23.4% |
| Admin fee / account holder | $427 | $374+13.9% | $3,619-88.2% | $627-31.9% |