Filed February 21, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
CHOREO LLC3 years Service code 27 801 NICOLLETT AVE · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $50,076 |
THE VANGUARD GROUP, INC.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,872 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $98,255 | $59,467+65.2% | $93,727+4.8% | $74,478+31.9% |
| Participation rate | 55.6% | 59.6%-4.0pp | 68.7%-13.1pp | 67.2%-11.6pp |
| Annual return | 10.20% | 82.14%-71.9pp | 133.83%-123.6pp | 1370.56%-1360.4pp |
| Employer contribution / active EE | $897 | $1,267-29.2% | $2,421-62.9% | $2,626-65.8% |
| Participant deferral / active EE | $4,858 | $3,052+59.2% | $4,417+10.0% | $4,350+11.7% |
| Admin fee / account holder | $418 | $3,028-86.2% | $8,292-95.0% | $1,946-78.5% |