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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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,068 | $80,177-56.3% | $123,892-71.7% | $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% |