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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 625 FOURTH AVENUE S · MINNEAPOLIS, MN 55415 | Advisory (Participants) | $20,452 |
CARPENTER MORSE GROUP4 years Service code 10 2170 W. STATE ROAD 434 · LONGWOOD, FL 32779 | Accounting | $4,094 |
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 | $38,492 | $84,499-54.4% | $125,391-69.3% | $66,949-42.5% |
| Participation rate | 95.6% | 76.4%+19.2pp | 82.4%+13.2pp | 69.8%+25.8pp |
| Annual return | -15.55% | -8.49%-7.1pp | 572.41%-588.0pp | 1.57%-17.1pp |
| Employer contribution / active EE | $3,211 | $3,554-9.6% | $4,816-33.3% | $2,545+26.2% |
| Participant deferral / active EE | $8,191 | $6,785+20.7% | $7,448+10.0% | $4,239+93.2% |
| Admin fee / account holder | $0 | $685-100.0% | $10,009-100.0% | $594-100.0% |