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| Provider | Service type | Compensation |
|---|---|---|
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $13,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,238 |
Filed as: SECURIAN FINANCIAL SERVICES Service code 27 · EIN 36-3001763 | Advisory (Plan) | $5,806 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 61 · EIN 95-2834236 | Finders' fees / placement fees | $0 |
Employer 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $15,913 | $89,739-82.3% | $149,721-89.4% | $62,293-74.5% |
| Participation rate | 93.0% | 85.1%+7.9pp | 87.1%+5.9pp | 69.5%+23.5pp |
| Annual return | 20.60% | 21.01%-0.4pp | 1501.67%-1481.1pp | 28.90%-8.3pp |
| Employer contribution / active EE | $835 | $3,233-74.2% | $5,444-84.7% | $2,042-59.1% |
| Participant deferral / active EE | $3,048 | $4,797-36.5% | $6,568-53.6% | $3,169-3.8% |
| Admin fee / account holder | $135 | $551-75.4% | $11,282-98.8% | $479-71.8% |