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| Provider | Service type | Compensation |
|---|---|---|
CLIFTONLARSONALLEN LLP5 years Filed as: CLIFTONLARSONALLEN WEALTH ADVISORS Service code 99 3077 W. JEFFERSON ST., STE 105 · JOLIET, IL 60435 | Other Fees | $26,717 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,806 |
ASCENSUS LLC3 years Filed as: MAP RETIREMENT USA LLC Service code 13 · EIN 86-3678481 W6180 AEROTECH DR · APPLETON, WI 54914 | Contract Administrator | $1,450 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $90,182 | $65,582+37.5% | $64,097+40.7% | $71,529+26.1% |
| Participation rate | 53.4% | 73.2%-19.8pp | 72.3%-18.9pp | 67.9%-14.6pp |
| Annual return | 14.66% | 18.96%-4.3pp | 33.75%-19.1pp | 28.97%-14.3pp |
| Employer contribution / active EE | $2,309 | $2,671-13.5% | $2,750-16.0% | $2,590-10.9% |
| Participant deferral / active EE | $3,870 | $3,628+6.7% | $3,881-0.3% | $4,291-9.8% |
| Admin fee / account holder | $238 | $616-61.5% | $3,070-92.3% | $1,588-85.0% |