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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 | $28,571 |
TD AMERITRADE, INC.2+ 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 | $68,201 | $74,024-7.9% | $78,002-12.6% | $57,658+18.3% |
| Participation rate | 73.7% | 79.7%-6.1pp | 75.5%-1.8pp | 70.2%+3.5pp |
| Annual return | 7.06% | 12.14%-5.1pp | 425.99%-418.9pp | 5.13%+1.9pp |
| Employer contribution / active EE | $816 | $2,365-65.5% | $2,470-67.0% | $1,974-58.7% |
| Participant deferral / active EE | $3,693 | $3,533+4.5% | $3,497+5.6% | $3,061+20.7% |
| Admin fee / account holder | $61 | $93-34.3% | $5,481-98.9% | $95-35.3% |