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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 41-0417830 400 ROBERT STREET N · ST. PAUL, MN 55101 | Contract Administrator | $26,126 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $12,162 | $34,634-64.9% | $77,096-84.2% | $64,819-81.2% |
| Participation rate | 48.2% | 49.8%-1.7pp | 67.9%-19.8pp | 71.5%-23.3pp |
| Annual return | -17.93% | -5.31%-12.6pp | 42.35%-60.3pp | 32.84%-50.8pp |
| Employer contribution / active EE | $1,940 | $1,385+40.1% | $2,814-31.1% | $2,507-22.6% |
| Participant deferral / active EE | $976 | $2,553-61.8% | $4,429-78.0% | $4,311-77.3% |
| Admin fee / account holder | $47 | $178-73.6% | $5,428-99.1% | $188-75.0% |