Filed July 10, 2018
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| Provider | Service type | Compensation |
|---|---|---|
COMPASS CAPITAL MANAGEMENT INC1+ years Filed as: COMPASS CAPITAL MANAGEMENT, INC. Service code 51 · EIN 41-1611668 706 2ND AVENUE SOUTH, STE 400 · MINNEAPOLIS, MN 55402 | Investment Mgmt Fees | $130,493 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,877 | $39,859+107.9% | $78,676+5.3% | $57,658+43.7% |
| Participation rate | 95.0% | 66.1%+29.0pp | 73.6%+21.5pp | 70.2%+24.8pp |
| Annual return | 2.47% | 18.96%-16.5pp | 62.19%-59.7pp | 5.13%-2.7pp |
| Employer contribution / active EE | $1,559 | $1,786-12.7% | $2,850-45.3% | $1,974-21.0% |
| Participant deferral / active EE | $4,484 | $2,248+99.5% | $3,517+27.5% | $3,061+46.5% |
| Admin fee / account holder | $409 | $76+437.3% | $4,510-90.9% | $95+333.0% |