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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 625 FOURTH AVENUE S · MINNEAPOLIS, MN 55415 | Advisory (Participants) | $17,371 |
CARPENTER MORSE GROUP3 years Service code 10 2170 W. STATE ROAD 434 · LONGWOOD, FL 32779 | Accounting | $4,178 |
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 | $44,401 | $104,479-57.5% | $159,474-72.2% | $79,391-44.1% |
| Participation rate | 87.9% | 76.6%+11.2pp | 82.8%+5.0pp | 70.7%+17.2pp |
| Annual return | 18.44% | 67.98%-49.5pp | 263.68%-245.2pp | 116.88%-98.4pp |
| Employer contribution / active EE | $2,767 | $3,417-19.0% | $4,831-42.7% | $2,428+14.0% |
| Participant deferral / active EE | $6,942 | $6,468+7.3% | $7,353-5.6% | $4,046+71.6% |
| Admin fee / account holder | $5 | $711-99.3% | $10,802-100.0% | $627-99.2% |