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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CHARTWELL Service code 34 10900 WAYZATA BOULEVARD · MINNETONKA, MN 553055574 | Valuation (appraisals, etc.) | $13,114 |
REDPATH AND COMPANY1 year Filed as: REDPATH Service code 10 4810 WHITE BEAR PARKWAY · WHITE BEAR LAKE, MN 55110 | Accounting | $8,500 |
GREATBANC TRUST COMPANY1 year Service code 21 801 WARRENVILLE ROAD, #500 · LISLE, IL 60532 | Bank Trustee | $7,690 |
BANKERS TRUST COMPANY1 year Filed as: BANKERS TRUST CO OF SOUTH DAKOTA Service code 21 5032 S. BUR OAKE PL · SIOUX FALLS, SD 57108 | Bank Trustee | $6,250 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,736 | $77,638-56.5% | $156,551-78.5% | $62,881-46.3% |
| Participation rate | 82.4% | 71.2%+11.2pp | 84.0%-1.7pp | 69.3%+13.0pp |
| Annual return | -0.65% | 50.33%-51.0pp | 32.23%-32.9pp | 20.14%-20.8pp |
| Employer contribution / active EE | $3,794 | $3,444+10.2% | $5,501-31.0% | $2,281+66.3% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $315 | $5,561-94.3% | $13,028-97.6% | $4,296-92.7% |