Filed May 31, 2017
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| Provider | Service type | Compensation |
|---|---|---|
ADVISORNET FINANCIAL5+ years Filed as: ADVISORNET FINANCIAL INC Service code 27 701 4TH AVE S STE 1500 · MINNEAPOLIS, MN 554151657 | Advisory (Plan) | $25,000 |
COPELAND BUHL & COMPANY PLLP5+ years Service code 10 800 EAST WAYZATA BLVD · WAYZATA, MN 55391 | Accounting | $10,000 |
Filed as: PUTNAM INVESTMENTS Service code 64 ONE POST OFFICE SQUARE · BOSTON, MA 02109 | Recordkeeping Fees | $4,606 |
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 | $33,758 | $73,125-53.8% | $125,195-73.0% | $77,775-56.6% |
| Participation rate | 87.9% | 79.4%+8.4pp | 79.8%+8.1pp | 73.2%+14.6pp |
| Annual return | 23.91% | 24.71%-0.8pp | 43.79%-19.9pp | 32.58%-8.7pp |
| Employer contribution / active EE | $677 | $2,413-71.9% | $3,866-82.5% | $2,504-73.0% |
| Participant deferral / active EE | $4,461 | $3,966+12.5% | $4,937-9.6% | $3,966+12.5% |
| Admin fee / account holder | $38 | $89-57.7% | $9,704-99.6% | $100-62.2% |