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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 41-1532347 563 PHALEN BOULEVARD · ST. PAUL, MN 55130 | Accounting | $6,500 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $21,610 | $58,093-62.8% | $80,022-73.0% | $56,287-61.6% |
| Participation rate | 85.1% | 73.6%+11.5pp | 75.8%+9.3pp | 69.9%+15.2pp |
| Annual return | -6.69% | 34.63%-41.3pp | 11.22%-17.9pp | -9.96%+3.3pp |
| Employer contribution / active EE | $457 | $1,933-76.4% | $2,468-81.5% | $2,111-78.4% |
| Participant deferral / active EE | $3,072 | $3,136-2.0% | $3,686-16.6% | $3,350-8.3% |
| Admin fee / account holder | $63 | $623-89.8% | $6,521-99.0% | $521-87.9% |