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| Provider | Service type | Compensation |
|---|---|---|
NWPS4 years Filed as: NWPS, INC Service code 15 · EIN 91-2090931 | Recordkeeping | $59,112 |
RBC WEALTH MANAGEMENT8 years Service code 26 · EIN 41-1416330 | Advisory (Participants) | $38,439 |
CLIFTONLARSONALLEN LLP5 years Filed as: CLIFTONLARSONALLEN, LLP Service code 10 · EIN 41-0746749 | Accounting | $29,400 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 15 · EIN 42-1558009 | Recordkeeping | $8,559 |
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 | $56,821 | $91,394-37.8% | $130,026-56.3% | $74,440-23.7% |
| Participation rate | 56.3% | 77.8%-21.4pp | 78.5%-22.1pp | 70.7%-14.4pp |
| Annual return | 14.40% | 23.20%-8.8pp | -137.26%+151.7pp | 34.37%-20.0pp |
| Employer contribution / active EE | $1,658 | $2,565-35.3% | $4,321-61.6% | $2,638-37.1% |
| Participant deferral / active EE | $2,580 | $4,721-45.4% | $5,821-55.7% | $4,529-43.0% |
| Admin fee / account holder | $303 | $284+6.9% | $10,608-97.1% | $348-12.8% |