Filed July 21, 1992
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
COPELAND BUHL & COMPANY PLLP10+ years Service code 10 800 EAST WAYZATA BOULEVARD · WAYZATA, MN 55391 | Accounting | $28,800 |
NEWTON10+ years Filed as: NEWTON FINANCIAL SOLUTIONS Service code 63 600 S MAIN ST. - SUITE 110 · CAMBRIDGE, MN 55008 | 12b-1 Fees | $22,033 |
ALERUS FINANCIAL, N.A.10+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $10,071 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,319 | $79,223-20.1% | $102,460-38.2% | $74,478-15.0% |
| Participation rate | 94.6% | 74.8%+19.8pp | 76.5%+18.1pp | 67.2%+27.4pp |
| Annual return | 11.93% | 54.98%-43.0pp | 29.47%-17.5pp | 1370.56%-1358.6pp |
| Employer contribution / active EE | $2,061 | $2,363-12.8% | $3,025-31.9% | $2,626-21.5% |
| Participant deferral / active EE | $2,443 | $4,417-44.7% | $5,056-51.7% | $4,350-43.9% |
| Admin fee / account holder | $395 | $2,003-80.3% | $9,460-95.8% | $1,946-79.7% |