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| Provider | Service type | Compensation |
|---|---|---|
GREAT WESTERN BANK1 year Service code 21 · EIN 46-0133550 205 S MAIN AVE · SIOUX FALLS, SD 57104 | Bank Trustee | $11,753 |
BOYUM & BARENSCHEER PLLP2+ years Filed as: BOYUM & BARENSHEER PLLP Service code 10 · EIN 41-6192096 7800 METRO PARKWAY · MINNEAPOLIS, MN 55425 | Accounting | $8,989 |
RETIREMENT DIRECT2+ years Filed as: RETIREMENT DIRECT, LLC Service code 64 · EIN 91-2076699 11120 TREYNORTH DRIVE SUITE B · CORNELIUS, NC 28031 | Recordkeeping Fees | $8,349 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,049 | $50,898-68.5% | $171,082-90.6% | $55,167-70.9% |
| Participation rate | 52.2% | 63.3%-11.0pp | 76.7%-24.5pp | 69.0%-16.8pp |
| Annual return | 4.93% | 15.34%-10.4pp | 32.56%-27.6pp | 169.23%-164.3pp |
| Employer contribution / active EE | $610 | $1,433-57.4% | $4,002-84.8% | $1,963-68.9% |
| Participant deferral / active EE | $1,179 | $2,994-60.6% | $4,797-75.4% | $3,054-61.4% |
| Admin fee / account holder | $231 | $500-53.8% | $8,520-97.3% | $504-54.2% |