Filed July 10, 2018
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| Provider | Service type | Compensation |
|---|---|---|
COMPASS CAPITAL MANAGEMENT INC2+ 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 | $141,093 |
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 | $85,472 | $46,100+85.4% | $86,582-1.3% | $69,631+22.7% |
| Participation rate | 93.9% | 67.2%+26.7pp | 73.5%+20.3pp | 70.7%+23.2pp |
| Annual return | 8.48% | 21.02%-12.5pp | 965.08%-956.6pp | 27571.02%-27562.5pp |
| Employer contribution / active EE | $1,543 | $1,850-16.6% | $2,839-45.7% | $2,032-24.1% |
| Participant deferral / active EE | $4,460 | $2,432+83.4% | $3,609+23.6% | $3,224+38.4% |
| Admin fee / account holder | $411 | $94+338.1% | $4,904-91.6% | $110+272.2% |