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| Provider | Service type | Compensation |
|---|---|---|
YUNG GERIS GROUP2 years Service code 26 130 WEST SUPERIOR STREET · DULUTH, MN 55802 | Advisory (Participants) | $8,549 |
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,918 | $91,474-13.7% | $135,982-42.0% | $71,529+10.3% |
| Participation rate | 73.3% | 75.7%-2.4pp | 81.9%-8.6pp | 67.9%+5.4pp |
| Annual return | 17.90% | 29.89%-12.0pp | 68.32%-50.4pp | 28.97%-11.1pp |
| Employer contribution / active EE | $2,480 | $3,705-33.1% | $4,859-49.0% | $2,590-4.2% |
| Participant deferral / active EE | $5,064 | $7,095-28.6% | $7,760-34.7% | $4,291+18.0% |
| Admin fee / account holder | $76 | $1,267-94.0% | $10,767-99.3% | $1,588-95.2% |