Filed May 8, 2024 (most recent of 2 filings on file)
Total covered: 4 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 21 P.O. BOX 986 · ST. CLOUD, MN 56301 | Bank Trustee | $14,350 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,677 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $56,896 | $81,474-30.2% | $133,959-57.5% | $73,493-22.6% |
| Participation rate | 66.4% | 76.4%-9.9pp | 79.8%-13.4pp | 70.7%-4.2pp |
| Annual return | 17.32% | 19.40%-2.1pp | 45.09%-27.8pp | 28.51%-11.2pp |
| Employer contribution / active EE | $1,626 | $2,209-26.4% | $3,919-58.5% | $2,270-28.4% |
| Participant deferral / active EE | $3,617 | $3,786-4.5% | $5,047-28.3% | $3,740-3.3% |
| Admin fee / account holder | $130 | $713-81.7% | $8,928-98.5% | $513-74.6% |