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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CHRISTENSEN GROUP FINANCIAL Service code 27 9855 W 78TH STREET · EDEN PRAIRIE, MN 55344 | Advisory (Plan) | $35,000 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,379 |
ASCENSUS LLC2 years Filed as: FUTURE PLAN BY ASCENSUS. Service code 13 415 8TH AVE NE · BRAINERD, MN 56401 | Contract Administrator | $6,958 |
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 | $161,853 | $88,360+83.2% | $145,433+11.3% | $67,986+138.1% |
| Participation rate | 99.3% | 65.5%+33.8pp | 82.1%+17.2pp | 57.2%+42.1pp |
| Annual return | 16.80% | 63.15%-46.3pp | 66.58%-49.8pp | 31.67%-14.9pp |
| Employer contribution / active EE | $3,841 | $3,054+25.8% | $4,554-15.7% | $2,019+90.3% |
| Participant deferral / active EE | $9,832 | $5,932+65.7% | $7,897+24.5% | $3,358+192.8% |
| Admin fee / account holder | $253 | $3,313-92.4% | $13,129-98.1% | $3,203-92.1% |