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| Provider | Service type | Compensation |
|---|---|---|
Service code 50 250 NICOLLET MALL · MINNEAPOLIS, MN 55401 | Direct Payment | $20,643 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $20,584 |
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 | $44,237 | $79,169-44.1% | $100,415-55.9% | $74,478-40.6% |
| Participation rate | 76.2% | 79.4%-3.2pp | 81.5%-5.3pp | 67.2%+9.0pp |
| Annual return | 17.11% | 20.51%-3.4pp | 49.47%-32.4pp | 1370.56%-1353.5pp |
| Employer contribution / active EE | $5,096 | $3,017+68.9% | $3,943+29.2% | $2,626+94.0% |
| Participant deferral / active EE | $5,055 | $7,751-34.8% | $8,091-37.5% | $4,350+16.2% |
| Admin fee / account holder | $160 | $1,337-88.0% | $7,906-98.0% | $1,946-91.8% |