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| Provider | Service type | Compensation |
|---|---|---|
Service code 25 PO BOX 986 1100 W ST GERMAIN ST · ST CLOUD, MN 56301 | Directed Trustee | $17,560 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,909 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,034 | $65,083-12.4% | $143,788-60.3% | $66,930-14.8% |
| Participation rate | 38.5% | 65.2%-26.7pp | 80.3%-41.9pp | 69.8%-31.4pp |
| Annual return | -12.98% | -11.13%-1.8pp | -0.03%-12.9pp | 1.57%-14.6pp |
| Employer contribution / active EE | $1,031 | $2,361-56.4% | $4,952-79.2% | $2,545-59.5% |
| Participant deferral / active EE | $1,239 | $2,920-57.6% | $5,638-78.0% | $4,238-70.8% |
| Admin fee / account holder | $100 | $502-80.1% | $14,675-99.3% | $593-83.1% |