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| Provider | Service type | Compensation |
|---|---|---|
PROFESSIONAL CAPITAL SERVICES, LLC10+ years Service code 12 · EIN 23-3038464 | Recordkeeping fees; Consulting (gener... | $23,741 |
CLIFTONLARSONALLEN LLP10+ years Filed as: CLIFTONLARSONALLEN WEALTH ADVISORS Service code 27 · EIN 41-1803291 | Advisory (Plan) | $8,797 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,908 | $87,106-12.9% | $105,607-28.1% | $80,935-6.2% |
| Participation rate | 92.5% | 70.4%+22.0pp | 75.3%+17.2pp | 67.7%+24.8pp |
| Annual return | 9.69% | 17.01%-7.3pp | 116.11%-106.4pp | 35.66%-26.0pp |
| Employer contribution / active EE | $1,279 | $2,396-46.6% | $3,167-59.6% | $2,757-53.6% |
| Participant deferral / active EE | $3,339 | $3,986-16.2% | $5,011-33.4% | $4,299-22.3% |
| Admin fee / account holder | $322 | $8,447-96.2% | $10,958-97.1% | $6,924-95.3% |