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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 7755 3RD ST NORTH · OAKDALE, MN 55128 | Advisory (Plan) | $22,596 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $15,481 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,880 | $86,341-15.6% | $125,195-41.8% | $65,186+11.8% |
| Participation rate | 82.5% | 75.3%+7.2pp | 79.8%+2.7pp | 70.2%+12.3pp |
| Annual return | 87.85% | 27.44%+60.4pp | 43.79%+44.1pp | 29.39%+58.5pp |
| Employer contribution / active EE | $298 | $2,040-85.4% | $3,866-92.3% | $2,177-86.3% |
| Participant deferral / active EE | $2,982 | $3,538-15.7% | $4,937-39.6% | $3,514-15.1% |
| Admin fee / account holder | $320 | $609-47.5% | $9,704-96.7% | $847-62.2% |