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| Provider | Service type | Compensation |
|---|---|---|
Service code 22 7755 3RD ST NORTH · OAKDALE, MN 55128 | Insurance Broker | $17,860 |
ASCENSUS LLC1 year Service code 13 · EIN 11-3665754 | Contract Administrator | $6,874 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $74,194 | $63,114+17.6% | $92,909-20.1% | $65,185+13.8% |
| Participation rate | 38.9% | 68.8%-29.8pp | 76.0%-37.1pp | 70.2%-31.3pp |
| Annual return | 31.55% | 28.75%+2.8pp | 109.44%-77.9pp | 29.38%+2.2pp |
| Employer contribution / active EE | $1,346 | $2,571-47.6% | $3,653-63.2% | $2,177-38.2% |
| Participant deferral / active EE | $2,295 | $3,108-26.2% | $4,238-45.8% | $3,514-34.7% |
| Admin fee / account holder | $350 | $624-43.9% | $5,795-94.0% | $847-58.7% |