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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 | $139,829 |
REDHAWK WEALTH ADVISORS3 years Service code 27 · EIN 26-1948684 7400 METRO BLVD. #400 · MINNEAPOLIS, MN 55439 | Advisory (Plan) | $14,799 |
TD AMERITRADE, INC.5+ years Filed as: TD AMERITRADE TRUST CO Service code 19 · EIN 20-0937408 717 17TH STREET, SUITE 1800 · DENVER, CO 80202 | Securities Custodian | $14,647 |
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 | $81,998 | $74,347+10.3% | $93,621-12.4% | $67,582+21.3% |
| Participation rate | 89.2% | 80.6%+8.6pp | 75.8%+13.4pp | 71.3%+17.9pp |
| Annual return | 23.85% | 28.07%-4.2pp | 32.76%-8.9pp | 378.57%-354.7pp |
| Employer contribution / active EE | $1,066 | $2,583-58.7% | $2,719-60.8% | $2,148-50.4% |
| Participant deferral / active EE | $4,884 | $4,060+20.3% | $4,070+20.0% | $3,539+38.0% |
| Admin fee / account holder | $263 | $123+114.6% | $7,890-96.7% | $142+85.0% |