Filed December 7, 1992 (most recent of 2 filings on file)
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 |
|---|---|---|
BMO HARRIS BANK NA1+ years Filed as: BMO HARRIS BANK, NA Service code 15 · EIN 36-2085229 | Recordkeeping | $52,074 |
NFP RETIREMENT INC1+ years Filed as: NFP CORPORATE SERVICES MN Service code 27 9655 SCHMIDT LAKE ROAD · PLYMOUTH, MN 55442 | Advisory (Plan) | $35,041 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $15,794 |
FINANCIAL CONCEPTS, INC.1+ years Filed as: FINANCIAL CONCEPTS Service code 27 · EIN 41-1505971 | Advisory (Plan) | $11,436 |
BOYUM & BARENSCHEER PLLP1+ years Filed as: BOYUM & BARENSCHEER, PLLP Service code 10 · EIN 41-6192096 | Accounting | $5,700 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,848 | $50,498+198.7% | $75,784+99.0% | $55,191+173.3% |
| Participation rate | 89.3% | 69.4%+19.9pp | 75.8%+13.5pp | 69.2%+20.1pp |
| Annual return | 0.06% | 1.80%-1.7pp | 9.68%-9.6pp | 10.78%-10.7pp |
| Employer contribution / active EE | $11,341 | $2,291+395.1% | $3,323+241.2% | $1,899+497.3% |
| Participant deferral / active EE | $6,610 | $2,589+155.3% | $3,652+81.0% | $3,046+117.0% |
| Admin fee / account holder | $427 | $123+247.2% | $5,300-91.9% | $91+370.6% |