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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CHRISTENSEN GROUP FINANCIAL, L Service code 17 9855 WEST 78TH STREET · EDEN PRAIRE, MN 55344 | Pension Consulting | $18,482 |
Service code 10 · EIN 41-0417830 | Accounting | $5,959 |
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 | $31,789 | $47,135-32.6% | $149,717-78.8% | $74,440-57.3% |
| Participation rate | 28.3% | 63.4%-35.1pp | 78.8%-50.5pp | 70.7%-42.5pp |
| Annual return | 15.94% | 22.75%-6.8pp | 134.41%-118.5pp | 34.37%-18.4pp |
| Employer contribution / active EE | $276 | $1,906-85.5% | $4,820-94.3% | $2,638-89.5% |
| Participant deferral / active EE | $1,295 | $2,728-52.5% | $5,682-77.2% | $4,529-71.4% |
| Admin fee / account holder | $159 | $343-53.7% | $13,213-98.8% | $348-54.4% |