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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $43,722 |
Service code 27 111 E KILBOURN AVE, SUITE 1600 · MILWAUKEE, WI 53202 | Advisory (Plan) | $28,971 |
RSM US LLP4+ years Service code 10 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Accounting | $11,000 |
CLIFTONLARSONALLEN LLP1 year Service code 10 8215 GREENWAY BOULEVARD, SUITE 600 · MIDDLETON, WI 53562 | Accounting | $9,000 |
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 | $108,483 | $59,186+83.3% | $76,768+41.3% | $56,287+92.7% |
| Participation rate | 93.5% | 75.2%+18.3pp | 77.0%+16.6pp | 69.9%+23.7pp |
| Annual return | -4.93% | 6.62%-11.5pp | 2.43%-7.4pp | -9.96%+5.0pp |
| Employer contribution / active EE | $910 | $1,759-48.3% | $2,485-63.4% | $2,111-56.9% |
| Participant deferral / active EE | $3,832 | $3,255+17.7% | $3,852-0.5% | $3,350+14.4% |
| Admin fee / account holder | $312 | $489-36.3% | $6,675-95.3% | $521-40.2% |