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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 625 FOURTH AVENUE S · MINNEAPOLIS, MN 55415 | Advisory (Participants) | $26,074 |
CARPENTER MORSE GROUP5 years Service code 10 2170 W. STATE ROAD 434 · LONGWOOD, FL 32779 | Accounting | $5,220 |
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 | $49,998 | $91,439-45.3% | $135,974-63.2% | $71,511-30.1% |
| Participation rate | 97.1% | 75.7%+21.4pp | 81.9%+15.2pp | 67.9%+29.1pp |
| Annual return | 20.99% | 29.90%-8.9pp | 68.30%-47.3pp | 28.86%-7.9pp |
| Employer contribution / active EE | $3,322 | $3,705-10.3% | $4,859-31.6% | $2,589+28.3% |
| Participant deferral / active EE | $8,639 | $7,093+21.8% | $7,760+11.3% | $4,291+101.3% |
| Admin fee / account holder | $13 | $1,267-99.0% | $10,767-99.9% | $1,588-99.2% |