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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TAX SHELTERED COMPENSATION Service code 49 · EIN 41-0955056 7365 KIRKWOOD CT N, STE 200 · MAPLE GROVE, MN 55369 | Other Services | $15,367 |
Service code 99 | Other Fees | $11,530 |
Filed as: TRADITION WEALTH MANAGEMENT Service code 26 · EIN 42-1577774 | Advisory (Participants) | $186 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,088 | $79,169-63.3% | $100,415-71.0% | $74,478-60.9% |
| Participation rate | 70.1% | 79.4%-9.3pp | 81.5%-11.4pp | 67.2%+2.9pp |
| Annual return | 11.95% | 20.51%-8.6pp | 49.47%-37.5pp | 1370.56%-1358.6pp |
| Employer contribution / active EE | $694 | $3,017-77.0% | $3,943-82.4% | $2,626-73.6% |
| Participant deferral / active EE | $5,250 | $7,751-32.3% | $8,091-35.1% | $4,350+20.7% |
| Admin fee / account holder | $64 | $1,337-95.2% | $7,906-99.2% | $1,946-96.7% |