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| Provider | Service type | Compensation |
|---|---|---|
VERISIGHT, INC.1+ years Service code 14 · EIN 27-2037969 | Plan Administrator | $31,271 |
GRAY PLANT MOOTY1+ years Service code 29 80 SOUTH 8TH STREET, 500 IDS CENTER · MINNEAPOLIS, MN 55402 | Legal | $13,520 |
FLUEGEL LAW FIRM1+ years Service code 29 · EIN 41-1728336 | Legal | $11,425 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,074 | $54,320-79.6% | $67,653-83.6% | $52,331-78.8% |
| Participation rate | 99.5% | 73.6%+25.9pp | 75.7%+23.9pp | 68.1%+31.4pp |
| Annual return | 42.77% | 6.81%+36.0pp | 6625.22%-6582.4pp | 4.54%+38.2pp |
| Employer contribution / active EE | $958 | $1,544-38.0% | $2,266-57.7% | $1,882-49.1% |
| Participant deferral / active EE | $0 | $2,950-100.0% | $3,560-100.0% | $3,022-100.0% |
| Admin fee / account holder | $157 | $527-70.2% | $4,821-96.7% | $592-73.5% |