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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CHARTWELL Service code 34 10900 WAYZATA BOULEVARD · MINNETONKA, MN 553055574 | Valuation (appraisals, etc.); Direct ... | $18,000 |
REDPATH AND COMPANY1 year Filed as: REDPATH AND COMPANY LTD. Service code 10 55 5TH ST E#1400 · ST PAUL, MN 55101 | Accounting | $8,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,452 | $61,166-60.0% | $185,849-86.8% | $79,391-69.2% |
| Participation rate | 94.1% | 66.6%+27.5pp | 81.7%+12.4pp | 70.7%+23.4pp |
| Annual return | 2.02% | 19.45%-17.4pp | 122.10%-120.1pp | 116.88%-114.9pp |
| Employer contribution / active EE | $4,821 | $2,321+107.7% | $5,169-6.7% | $2,428+98.6% |
| Participant deferral / active EE | $0 | $2,789-100.0% | $5,569-100.0% | $4,046-100.0% |
| Admin fee / account holder | $139 | $710-80.4% | $16,244-99.1% | $627-77.8% |