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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PLAN VISION Service code 28 17400 25TH AVENUE N · PLYMOUTH, MN 55447 | Investment Management | $28,508 |
EMPLOYEE FIDUCIARY, LLC2 years Filed as: EMPLOYEE FIDUCIARY Service code 15 250 STATE STREET · MOBILE, AL 36603 | Recordkeeping | $10,220 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,793 | $65,125-25.1% | $143,797-66.1% | $66,949-27.1% |
| Participation rate | 72.0% | 65.2%+6.8pp | 80.3%-8.4pp | 69.8%+2.1pp |
| Annual return | -14.50% | -11.13%-3.4pp | -0.04%-14.5pp | 1.57%-16.1pp |
| Employer contribution / active EE | $1,210 | $2,362-48.8% | $4,952-75.6% | $2,545-52.5% |
| Participant deferral / active EE | $3,199 | $2,920+9.5% | $5,638-43.3% | $4,239-24.5% |
| Admin fee / account holder | $369 | $503-26.6% | $14,679-97.5% | $594-37.9% |