Filed October 10, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $309,352 |
MERCER2 years Filed as: PAVILION ADVISORY GROUP INC Service code 50 43 MAIN STREET SE · MINNEAPOLIS, MN 55414 | Direct Payment | $44,000 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $38,782 |
GRAY PLANT MOOTY2 years Filed as: GRAY PLANT MOOTY MOOTY& BENNETT PA Service code 29 80 SOUTH 8TH STREET · MINNEAPOLIS, MN 55402 | Legal | $6,698 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,979 | $47,456+182.3% | $172,739-22.4% | $77,787+72.2% |
| Participation rate | 98.6% | 66.3%+32.3pp | 82.6%+15.9pp | 73.2%+25.3pp |
| Annual return | 24.01% | 35.57%-11.6pp | 802.84%-778.8pp | 32.57%-8.6pp |
| Employer contribution / active EE | $9,246 | $1,574+487.4% | $5,143+79.8% | $2,504+269.2% |
| Participant deferral / active EE | $4,960 | $2,560+93.8% | $5,198-4.6% | $3,967+25.0% |
| Admin fee / account holder | $88 | $81+9.0% | $13,954-99.4% | $100-12.0% |