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| Provider | Service type | Compensation |
|---|---|---|
Service code 16 · EIN 36-4799908 33 SOUTH SIXTH STREET, SUITE 4750 · MINNEAPOLIS, MN 55402 | Consulting | $28,000 |
KJ RETIREMENT CONSULTANTS, LLC1+ years Service code 64 · EIN 45-3547265 P.O. BOX 211201 · ST. PAUL, MN 55121 | Recordkeeping Fees | $13,229 |
ENTERPRISE BANK & TRUST1+ years Filed as: ENTERPRISE SERVICES INC Service code 34 · EIN 39-1763393 355 AUSTIN CIRCLE, SUITE 101 · DELAFIELD, WI 53118 | Valuation (appraisals, etc.) | $10,250 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $35,068 | $80,177-56.3% | $123,894-71.7% | $57,658-39.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 81.4%+18.6pp | 70.2%+29.8pp |
| Annual return | 2.97% | 17.90%-14.9pp | 47.52%-44.5pp | 5.13%-2.2pp |
| Employer contribution / active EE | $358 | $2,913-87.7% | $4,617-92.2% | $1,974-81.8% |
| Participant deferral / active EE | $0 | $5,130-100.0% | $5,984-100.0% | $3,061-100.0% |
| Admin fee / account holder | $149 | $106+40.0% | $8,357-98.2% | $95+57.4% |