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| Provider | Service type | Compensation |
|---|---|---|
NWPS5 years Filed as: NWPS, INC Service code 15 · EIN 91-2090931 | Recordkeeping | $64,306 |
RBC WEALTH MANAGEMENT9 years Service code 26 · EIN 41-1416330 | Advisory (Participants) | $44,729 |
CLIFTONLARSONALLEN LLP6 years Filed as: CLIFTONLARSONALLEN, LLP Service code 10 · EIN 41-0746749 | Accounting | $26,250 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 15 · EIN 42-1558009 | Recordkeeping | $9,501 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,362 | $89,465-37.0% | $165,071-65.9% | $77,736-27.5% |
| Participation rate | 55.1% | 78.6%-23.5pp | 78.6%-23.5pp | 70.6%-15.5pp |
| Annual return | 7.74% | 28.86%-21.1pp | 70.17%-62.4pp | 31.26%-23.5pp |
| Employer contribution / active EE | $1,519 | $2,565-40.8% | $4,347-65.1% | $2,728-44.3% |
| Participant deferral / active EE | $2,122 | $4,904-56.7% | $6,035-64.8% | $4,651-54.4% |
| Admin fee / account holder | $304 | $340-10.6% | $12,695-97.6% | $433-29.9% |