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| Provider | Service type | Compensation |
|---|---|---|
CLIFTONLARSONALLEN LLP6 years Filed as: CLIFTONLARSONALLEN WEALTH ADVISORS Service code 99 PO BOX 829709 · PHILADELPHIA, PA 19182 | Other Fees | $32,676 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,258 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 815 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,583 |
ASCENSUS LLC3 years Filed as: MAP RETIREMENT USA LLC Service code 13 W6180 AEROTECH DR. · APPLETON, WI 54914 | Contract Administrator | $9,401 |
MAP RETIREMENT, INC.1 year Filed as: MAP RETIREMENT INC. Service code 99 W6180 AEROTECH DR. · APPLETON, WI 54914 | Other Fees | $250 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,023 | $102,422-28.7% | $147,117-50.4% | $80,959-9.8% |
| Participation rate | 69.7% | 75.9%-6.2pp | 82.2%-12.5pp | 67.7%+2.0pp |
| Annual return | 12.98% | 135.16%-122.2pp | 420.54%-407.6pp | 35.67%-22.7pp |
| Employer contribution / active EE | $2,953 | $3,717-20.6% | $4,932-40.1% | $2,757+7.1% |
| Participant deferral / active EE | $11,114 | $6,652+67.1% | $8,065+37.8% | $4,300+158.4% |
| Admin fee / account holder | $530 | $7,953-93.3% | $12,993-95.9% | $6,925-92.3% |