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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CHRISTENSEN GROUP FINANCIAL, L Service code 27 9855 WEST 78TH STREET · EDEN PRAIRE, MN 55344 | Advisory (Plan) | $69,803 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $21,035 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $40,613 | $92,076-55.9% | $105,608-61.5% | $77,714-47.7% |
| Participation rate | 41.1% | 81.0%-39.9pp | 75.3%-34.2pp | 70.6%-29.5pp |
| Annual return | 13.04% | 17.84%-4.8pp | 116.50%-103.5pp | 31.26%-18.2pp |
| Employer contribution / active EE | $1,005 | $3,370-70.2% | $3,167-68.3% | $2,727-63.1% |
| Participant deferral / active EE | $2,061 | $5,390-61.8% | $5,010-58.9% | $4,649-55.7% |
| Admin fee / account holder | $184 | $219-16.0% | $11,028-98.3% | $433-57.5% |