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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 PO BOX 986 1100 W ST GERMAIN ST · ST CLOUD, MN 56301 | Other Fees | $45,373 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $38,504 | $73,404-47.5% | $87,102-55.8% | $67,579-43.0% |
| Participation rate | 69.4% | 80.9%-11.5pp | 76.9%-7.5pp | 71.3%-1.9pp |
| Annual return | 24.04% | 48.29%-24.3pp | 28.19%-4.2pp | 378.56%-354.5pp |
| Employer contribution / active EE | $1 | $2,014-100.0% | $2,521-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $2,285 | $3,913-41.6% | $4,048-43.6% | $3,539-35.5% |
| Admin fee / account holder | $90 | $142-36.3% | $7,491-98.8% | $142-36.6% |