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| Provider | Service type | Compensation |
|---|---|---|
CLIFTONLARSONALLEN LLP4 years Filed as: CLIFTONLARSONALLEN WEALTH ADVISORS Service code 27 3077 W. JEFFERSON ST., STE 105 · JOLIET, IL 60435 | Advisory (Plan) | $25,530 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,442 |
ASCENSUS LLC2 years Filed as: MAP RETIREMENT USA LLC Service code 13 · EIN 86-3678481 W6180 AEROTECH DR · APPLETON, WI 54914 | Contract Administrator | $1,050 |
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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,564 | $60,989+37.0% | $60,919+37.2% | $66,949+24.8% |
| Participation rate | 42.7% | 74.5%-31.7pp | 73.1%-30.4pp | 69.8%-27.1pp |
| Annual return | -11.84% | -9.60%-2.2pp | 16.96%-28.8pp | 1.57%-13.4pp |
| Employer contribution / active EE | $1,298 | $2,661-51.2% | $2,704-52.0% | $2,545-49.0% |
| Participant deferral / active EE | $2,055 | $3,615-43.1% | $3,814-46.1% | $4,239-51.5% |
| Admin fee / account holder | $441 | $338+30.4% | $3,228-86.3% | $594-25.6% |