Filed May 31, 2017
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| Provider | Service type | Compensation |
|---|---|---|
ADVISORNET FINANCIAL7+ years Filed as: ADVISORNET FINANCIAL INC Service code 27 701 4TH AVE S STE 1500 · MINNEAPOLIS, MN 554151657 | Advisory (Plan) | $15,833 |
Service code 27 333 SEVENTH ST STE 2100 · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $12,500 |
COPELAND BUHL & COMPANY PLLP7+ years Service code 10 800 EAST WAYZATA BLVD · WAYZATA, MN 55391 | Accounting | $10,950 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $0 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,991 | $91,746-55.3% | $146,665-72.1% | $93,030-55.9% |
| Participation rate | 92.4% | 80.9%+11.5pp | 80.1%+12.4pp | 73.9%+18.5pp |
| Annual return | 15.00% | 18.28%-3.3pp | 22.74%-7.7pp | 158.70%-143.7pp |
| Employer contribution / active EE | $651 | $2,815-76.9% | $4,136-84.3% | $2,706-75.9% |
| Participant deferral / active EE | $4,413 | $4,589-3.8% | $5,506-19.8% | $4,562-3.3% |
| Admin fee / account holder | $20 | $101-80.6% | $10,280-99.8% | $152-87.1% |