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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 41-0955056 4365 KIRKWOOD COURT N, SUITE 200 · MAPLE GROVE, MN 55369 | Recordkeeping | $9,320 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $7,438 |
Filed as: EDWARD D JONES & COMPANY Service code 27 · EIN 43-0345811 | Advisory (Plan) | $3,978 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $2,126 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $1,089 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,348 | $81,948-65.4% | $90,756-68.8% | $64,814-56.3% |
| Participation rate | 68.1% | 80.5%-12.3pp | 75.7%-7.6pp | 71.5%-3.4pp |
| Annual return | -12.45% | -12.53%+0.1pp | -12.16%-0.3pp | 32.84%-45.3pp |
| Employer contribution / active EE | $1,464 | $3,067-52.3% | $2,922-49.9% | $2,507-41.6% |
| Participant deferral / active EE | $2,359 | $4,844-51.3% | $4,565-48.3% | $4,310-45.3% |
| Admin fee / account holder | $171 | $157+8.7% | $8,445-98.0% | $188-9.1% |