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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FRINGE BENEFITS DESIGN OF MN INC Service code 15 · EIN 41-1276678 7760 FRANCE AVE SO #810 · BLOOMINGTON, MN 55435 | Recordkeeping | $7,200 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE TRUST CO Service code 19 · EIN 20-0937408 | Securities Custodian | $0 |
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 | $67,555 | $62,324+8.4% | $68,509-1.4% | $55,191+22.4% |
| Participation rate | 75.5% | 78.9%-3.4pp | 74.7%+0.8pp | 69.2%+6.3pp |
| Annual return | 0.18% | 4.26%-4.1pp | 8.27%-8.1pp | 10.78%-10.6pp |
| Employer contribution / active EE | $932 | $2,223-58.1% | $2,278-59.1% | $1,899-50.9% |
| Participant deferral / active EE | $3,728 | $3,425+8.8% | $3,382+10.2% | $3,046+22.4% |
| Admin fee / account holder | $16 | $91-83.0% | $5,275-99.7% | $91-82.9% |