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| Provider | Service type | Compensation |
|---|---|---|
HS MANAGEMENT PARTNERS, LLC9+ years Filed as: EB MANAGEMENT COMPANY Service code 14 · EIN 91-1999591 | Plan Administrator | $367,176 |
CLIFTONLARSONALLEN LLP9+ years Service code 10 · EIN 41-0746749 | Accounting | $59,301 |
SCOTT CAPITAL ADVISORS4 years Filed as: SCOTT CAPITAL ADVISORS, LLC Service code 26 · EIN 84-4636104 | Advisory (Participants) | $50,000 |
Service code 29 · EIN 91-1321138 | Legal | $24,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $36,225 | $104,544-65.3% | $96,534-62.5% | $80,157-54.8% |
| Participation rate | 73.0% | 86.4%-13.4pp | 76.0%-3.0pp | 72.9%+0.1pp |
| Annual return | 18.15% | 21.79%-3.6pp | 25.88%-7.7pp | 40.39%-22.2pp |
| Employer contribution / active EE | $1,460 | $3,527-58.6% | $2,965-50.8% | $2,977-51.0% |
| Participant deferral / active EE | $1,950 | $6,170-68.4% | $4,851-59.8% | $5,015-61.1% |
| Admin fee / account holder | $204 | $107+91.4% | $8,253-97.5% | $145+41.0% |