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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $27,249 |
GRIMES & COMPANY, INC.1 year Filed as: GRIMES & COMPANY Service code 99 · EIN 04-6906504 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,472 | $82,979-66.9% | $102,412-73.2% | $77,736-64.7% |
| Participation rate | 60.4% | 71.5%-11.1pp | 74.5%-14.1pp | 70.6%-10.2pp |
| Annual return | 14.57% | 19.11%-4.5pp | 24.94%-10.4pp | 31.26%-16.7pp |
| Employer contribution / active EE | $201 | $3,554-94.4% | $3,870-94.8% | $2,728-92.6% |
| Participant deferral / active EE | $1,978 | $4,109-51.9% | $5,060-60.9% | $4,651-57.5% |
| Admin fee / account holder | $79 | $639-87.7% | $8,388-99.1% | $433-81.8% |