Filed July 10, 2018
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| Provider | Service type | Compensation |
|---|---|---|
COMPASS CAPITAL MANAGEMENT INC4+ 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 | $162,404 |
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 | $88,854 | $54,237+63.8% | $90,300-1.6% | $67,579+31.5% |
| Participation rate | 92.6% | 68.6%+24.0pp | 73.3%+19.3pp | 71.3%+21.3pp |
| Annual return | 11.69% | 37.27%-25.6pp | 78.11%-66.4pp | 378.56%-366.9pp |
| Employer contribution / active EE | $1,652 | $1,846-10.5% | $2,854-42.1% | $2,148-23.1% |
| Participant deferral / active EE | $4,877 | $2,625+85.8% | $3,884+25.6% | $3,539+37.8% |
| Admin fee / account holder | $378 | $123+206.4% | $5,353-92.9% | $142+165.7% |