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| Provider | Service type | Compensation |
|---|---|---|
MINNESOTA LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $110,790 |
Service code 17 · EIN 61-1758632 | Pension Consulting | $77,991 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,704 | $129,227-19.8% | $184,256-43.7% | $77,762+33.4% |
| Participation rate | 62.0% | 87.4%-25.3pp | 86.8%-24.8pp | 70.6%-8.6pp |
| Annual return | 12.73% | 33.24%-20.5pp | 28.85%-16.1pp | 31.27%-18.5pp |
| Employer contribution / active EE | $2,099 | $4,412-52.4% | $6,427-67.3% | $2,728-23.1% |
| Participant deferral / active EE | $4,459 | $7,307-39.0% | $9,133-51.2% | $4,651-4.1% |
| Admin fee / account holder | $263 | $256+3.0% | $13,899-98.1% | $433-39.2% |