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| Provider | Service type | Compensation |
|---|---|---|
Filed as: INTELLICENTS INVESTMENT Service code 27 100 N BROADWAY AVE · ALBERT LEA, MN 56007 | Advisory (Plan) | $12,560 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $10,452 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,827 | $78,636-50.6% | $105,607-63.2% | $74,459-47.9% |
| Participation rate | 81.2% | 72.8%+8.4pp | 75.3%+5.9pp | 67.2%+14.0pp |
| Annual return | 11.18% | 15.96%-4.8pp | 116.11%-104.9pp | 1369.70%-1358.5pp |
| Employer contribution / active EE | $4,064 | $2,523+61.1% | $3,167+28.3% | $2,626+54.8% |
| Participant deferral / active EE | $1,400 | $4,322-67.6% | $5,011-72.1% | $4,350-67.8% |
| Admin fee / account holder | $252 | $2,220-88.6% | $10,958-97.7% | $1,945-87.0% |