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| Provider | Service type | Compensation |
|---|---|---|
HAYS COMPANIES2 years Filed as: HAYS FINANCIAL GROUP Service code 27 80 S 8TH ST · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $42,784 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,200 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,195 | $101,672-39.8% | $147,117-58.4% | $74,478-17.8% |
| Participation rate | 96.2% | 75.5%+20.6pp | 82.2%+14.0pp | 67.2%+29.0pp |
| Annual return | 20.77% | 8757.83%-8737.1pp | 420.54%-399.8pp | 1370.56%-1349.8pp |
| Employer contribution / active EE | $6,624 | $3,813+73.7% | $4,932+34.3% | $2,626+152.2% |
| Participant deferral / active EE | $15,470 | $7,305+111.8% | $8,065+91.8% | $4,350+255.6% |
| Admin fee / account holder | $134 | $1,753-92.3% | $12,993-99.0% | $1,946-93.1% |