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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CHRISTENSEN GROUP FINANCIAL, L Service code 27 9855 WEST 78TH STREET · EDEN PRAIRE, MN 55344 | Advisory (Plan) | $21,113 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $15,887 |
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.
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 | $32,343 | $50,902-36.5% | $155,534-79.2% | $77,736-58.4% |
| Participation rate | 23.0% | 63.1%-40.1pp | 78.2%-55.2pp | 70.6%-47.6pp |
| Annual return | 11.82% | 34.85%-23.0pp | 64.92%-53.1pp | 31.26%-19.4pp |
| Employer contribution / active EE | $228 | $1,991-88.5% | $4,675-95.1% | $2,728-91.6% |
| Participant deferral / active EE | $1,158 | $2,824-59.0% | $5,630-79.4% | $4,651-75.1% |
| Admin fee / account holder | $145 | $437-66.8% | $15,900-99.1% | $433-66.5% |