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| Provider | Service type | Compensation |
|---|---|---|
ALERUS FINANCIAL, N.A.1+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $42,164 |
COPELAND BUHL & COMPANY PLLP1+ years Service code 10 800 EAST WAYZATA BOULEVARD · WAYZATA, MN 55391 | Accounting | $15,700 |
NEWTON1+ years Filed as: NEWTON FINANCIAL SOLUTIONS Service code 28 600 S MAIN ST. - SUITE 110 · CAMBRIDGE, MN 55008 | Investment Management | $11,075 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.