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| Provider | Service type | Compensation |
|---|---|---|
MINNESOTA LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $43,590 |
N&K CPAS, INC.1 year Filed as: DS & B CPAS LTD Service code 10 · EIN 41-1475695 | Accounting | $8,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $72,017 | $105,190-31.5% | $98,920-27.2% | $90,274-20.2% |
| Participation rate | 56.1% | 86.4%-30.2pp | 76.0%-19.9pp | 73.4%-17.2pp |
| Annual return | 12.42% | 18.52%-6.1pp | 196.47%-184.1pp | 53.97%-41.6pp |
| Employer contribution / active EE | $3,639 | $3,831-5.0% | $2,689+35.3% | $2,523+44.2% |
| Participant deferral / active EE | $0 | $5,616-100.0% | $4,245-100.0% | $4,231-100.0% |
| Admin fee / account holder | $69 | $97-29.1% | $6,643-99.0% | $114-39.5% |