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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 | $78,483-50.5% | $106,201-63.4% | $74,546-47.9% |
| Participation rate | 81.2% | 72.8%+8.4pp | 75.3%+5.9pp | 67.2%+14.0pp |
| Annual return | 11.18% | 15.94%-4.8pp | 116.26%-105.1pp | 1366.03%-1354.9pp |
| Employer contribution / active EE | $4,064 | $2,522+61.2% | $3,170+28.2% | $2,624+54.9% |
| Participant deferral / active EE | $1,400 | $4,320-67.6% | $5,012-72.1% | $4,347-67.8% |
| Admin fee / account holder | $252 | $2,236-88.7% | $11,039-97.7% | $1,944-87.0% |