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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,417 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTON LARSON ALLEN WEALTH ADVISOR Service code 27 1301 W 22ND ST STE 1100 · OAK BROOK, IL 60523 | Advisory (Plan) | $6,005 |
ASCENSUS LLC2 years Filed as: MAP RETIREMENT USA LLC Service code 13 W6180 AEROTECH DR · APPLETON, WI 54914 | Contract Administrator | $1,950 |
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 | $35,048 | $44,714-21.6% | $91,225-61.6% | $66,938-47.6% |
| Participation rate | 44.9% | 65.0%-20.1pp | 73.2%-28.3pp | 69.8%-24.9pp |
| Annual return | -14.94% | -12.25%-2.7pp | 114.12%-129.1pp | 1.58%-16.5pp |
| Employer contribution / active EE | $1,003 | $1,710-41.4% | $2,851-64.8% | $2,545-60.6% |
| Participant deferral / active EE | $1,499 | $3,355-55.3% | $4,233-64.6% | $4,238-64.6% |
| Admin fee / account holder | $361 | $521-30.8% | $5,422-93.3% | $594-39.2% |