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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 41-0955056 7300 METRO BLVD, SUITE 450 · EDINA, MN 55439 | Contract Administrator | $825 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $26,367 | $66,302-60.2% | $110,243-76.1% | $56,289-53.2% |
| Participation rate | 50.5% | 74.9%-24.4pp | 79.8%-29.3pp | 69.9%-19.4pp |
| Annual return | 100.03% | -1.18%+101.2pp | 314.76%-214.7pp | -9.96%+110.0pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $3,827-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,222 | $3,381-34.3% | $4,672-52.5% | $3,350-33.7% |
| Admin fee / account holder | $32 | $698-95.5% | $8,548-99.6% | $521-93.9% |