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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 41-1532347 563 PHALEN BOULEVARD · ST. PAUL, MN 55130 | Accounting | $6,500 |
Employer 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.
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 | $25,010 | $66,319-62.3% | $93,621-73.3% | $65,185-61.6% |
| Participation rate | 90.3% | 74.0%+16.3pp | 75.8%+14.5pp | 70.2%+20.1pp |
| Annual return | 41.48% | 42.59%-1.1pp | 32.76%+8.7pp | 29.38%+12.1pp |
| Employer contribution / active EE | $403 | $2,013-80.0% | $2,719-85.2% | $2,177-81.5% |
| Participant deferral / active EE | $2,611 | $3,343-21.9% | $4,070-35.8% | $3,514-25.7% |
| Admin fee / account holder | $47 | $6,900-99.3% | $7,890-99.4% | $847-94.4% |