Filed July 10, 2018
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| Provider | Service type | Compensation |
|---|---|---|
COMPASS CAPITAL MANAGEMENT INC7+ 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 | $205,451 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,559 | $47,766+70.7% | $82,706-1.4% | $64,814+25.8% |
| Participation rate | 95.2% | 67.7%+27.5pp | 72.6%+22.6pp | 71.5%+23.7pp |
| Annual return | -16.32% | -13.06%-3.3pp | 701.76%-718.1pp | 32.84%-49.2pp |
| Employer contribution / active EE | $2,616 | $2,182+19.9% | $3,007-13.0% | $2,507+4.4% |
| Participant deferral / active EE | $5,480 | $3,332+64.5% | $4,394+24.7% | $4,310+27.1% |
| Admin fee / account holder | $338 | $143+136.7% | $5,329-93.6% | $188+80.2% |