Filed May 31, 2017
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| Provider | Service type | Compensation |
|---|---|---|
ADVISORNET FINANCIAL2+ years Filed as: ADVISORNET FINANCIAL INC Service code 27 701 4TH AVE S STE 1500 · MINNEAPOLIS, MN 554151657 | Advisory (Plan) | $25,000 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $17,502 |
COPELAND BUHL & COMPANY PLLP2+ years Service code 10 800 EAST WAYZATA BLVD · WAYZATA, MN 55391 | Accounting | $9,200 |
Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $300 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,507 | $61,125-63.2% | $108,582-79.3% | $63,975-64.8% |
| Participation rate | 83.7% | 80.5%+3.2pp | 79.6%+4.1pp | 71.1%+12.6pp |
| Annual return | 10.03% | 14.06%-4.0pp | -51.70%+61.7pp | 48.65%-38.6pp |
| Employer contribution / active EE | $615 | $2,237-72.5% | $3,758-83.6% | $2,182-71.8% |
| Participant deferral / active EE | $3,595 | $3,574+0.6% | $4,311-16.6% | $3,356+7.1% |
| Admin fee / account holder | $34 | $72-53.3% | $7,645-99.6% | $70-52.3% |