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| Provider | Service type | Compensation |
|---|---|---|
PUNCH & ASSOCIATES1+ years Service code 27 · EIN 82-0566201 3601 WEST 76TH STREET · EDINA, MN 55435 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,757 | $53,412+120.5% | $68,509+71.9% | $52,331+125.0% |
| Participation rate | 97.2% | 71.7%+25.5pp | 74.7%+22.5pp | 68.1%+29.1pp |
| Annual return | -0.73% | 3.42%-4.1pp | 8.27%-9.0pp | 4.54%-5.3pp |
| Employer contribution / active EE | $9,383 | $1,607+483.8% | $2,278+311.9% | $1,882+398.6% |
| Participant deferral / active EE | $0 | $2,688-100.0% | $3,382-100.0% | $3,022-100.0% |
| Admin fee / account holder | $1,035 | $461+124.6% | $5,275-80.4% | $592+75.0% |