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| Provider | Service type | Compensation |
|---|---|---|
MERCER5 years Filed as: MERCER INVESTMENT LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $39,480 |
CLIFTONLARSONALLEN LLP3 years Service code 10 · EIN 41-0746749 | Accounting | $34,559 |
RAEL & LETSON10+ years Filed as: RAEL-LETSON Service code 11 · EIN 94-1701048 | Actuarial | $25,250 |
Service code 29 · EIN 91-0889948 | Legal | $17,531 |
COLOR ART PRINTING10+ years Service code 36 · EIN 92-0027042 | Direct payment from the plan; Copying... | $9,965 |
US BANK1 year Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 28 · EIN 31-0841368 | Investment Management | $5,096 |
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 | $53,200 | $241,450-78.0% | $103,378-48.5% | $199,874-73.4% |
| Participation rate | 100.0% | 78.4%+21.6pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 11.47% | 17.80%-6.3pp | 24.91%-13.4pp | 34.28%-22.8pp |
| Employer contribution / active EE | $3,824 | $4,250-10.0% | $3,870-1.2% | $3,036+26.0% |
| Participant deferral / active EE | $1,748 | $3,962-55.9% | $5,058-65.4% | $5,090-65.7% |
| Admin fee / account holder | $147 | $288-48.8% | $8,401-98.2% | $269-45.3% |