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| Provider | Service type | Compensation |
|---|---|---|
LANIGAN RYAN MALCOM & DOYLE PC2+ years Service code 10 · EIN 52-1259972 | Accounting | $18,000 |
ALERUS FINANCIAL, N.A.2+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $15,319 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,715 | $30,599-38.8% | $74,583-74.9% | $57,658-67.5% |
| Participation rate | 11.3% | 49.1%-37.9pp | 68.1%-56.8pp | 70.2%-59.0pp |
| Annual return | 2.45% | 14.24%-11.8pp | 20.47%-18.0pp | 5.13%-2.7pp |
| Employer contribution / active EE | $484 | $1,000-51.6% | $2,525-80.8% | $1,974-75.5% |
| Participant deferral / active EE | $409 | $1,805-77.3% | $3,458-88.2% | $3,061-86.6% |
| Admin fee / account holder | $123 | $98+25.9% | $4,138-97.0% | $95+30.5% |