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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $978,209 |
Filed as: FRANCIS INVESTMENT Service code 26 · EIN 90-0142264 | Advisory (Participants) | $214,083 |
QUALITY RESOURCE GROUP1 year Service code 49 12795 16TH AVENUE NORTH · PLYMOUTH, MN 55441 | Other Services | $12,652 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN SOLUTIONS FOR Service code 38 · EIN 41-1393684 | Participant Communication | $11,308 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
Plan reported the discovery of a loss from fraud or dishonesty.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,963 | $161,802-82.7% | $96,564-71.0% | $96,393-71.0% |
| Participation rate | 91.3% | 92.5%-1.1pp | 76.0%+15.3pp | 71.3%+20.0pp |
| Annual return | 16.05% | 18.41%-2.4pp | 25.89%-9.8pp | 22.88%-6.8pp |
| Employer contribution / active EE | $681 | $5,381-87.4% | $2,967-77.1% | $3,239-79.0% |
| Participant deferral / active EE | $2,962 | $8,927-66.8% | $4,852-38.9% | $5,455-45.7% |
| Admin fee / account holder | $69 | $61+14.0% | $8,256-99.2% | $74-6.0% |