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| Provider | Service type | Compensation |
|---|---|---|
GREAT WESTERN BANK2 years Service code 21 · EIN 46-0133550 205 S MAIN AVE · SIOUX FALLS, SD 57104 | Bank Trustee | $12,622 |
RETIREMENT DIRECT3+ years Filed as: RETIREMENT DIRECT, LLC Service code 64 · EIN 91-2076699 11120 TREYNORTH DRIVE SUITE B · CORNELIUS, NC 28031 | Recordkeeping Fees | $9,023 |
BOYUM & BARENSCHEER PLLP3+ years Filed as: BOYUM & BARENSHEER PLLP Service code 10 · EIN 41-6192096 7800 METRO PARKWAY · MINNEAPOLIS, MN 55425 | Accounting | $8,430 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $14,745 | $52,639-72.0% | $185,117-92.0% | $62,293-76.3% |
| Participation rate | 51.6% | 63.9%-12.2pp | 77.3%-25.7pp | 69.5%-17.9pp |
| Annual return | 12.77% | 19.57%-6.8pp | 40.50%-27.7pp | 28.90%-16.1pp |
| Employer contribution / active EE | $557 | $1,483-62.4% | $4,182-86.7% | $2,042-72.7% |
| Participant deferral / active EE | $1,098 | $3,097-64.6% | $5,045-78.2% | $3,169-65.4% |
| Admin fee / account holder | $212 | $374-43.3% | $8,159-97.4% | $479-55.8% |