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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT10+ years Service code 16 · EIN 41-1416330 | Consulting | $45,000 |
ALERUS FINANCIAL, N.A.10+ years Filed as: ALERUS RETIREMENT SOLUTIONS Service code 15 · EIN 45-6062081 | Recordkeeping | $29,842 |
WILSON-MCSHANE CORPORATION10+ years Filed as: WILSON MCSHANE CORPORATION Service code 10 · EIN 41-0956552 | Accounting | $26,068 |
ANDREW FAIR, ESQ.7 years Filed as: ANDREW, BRANSKY & POOLE, P.A. Service code 29 · EIN 41-1502219 | Legal | $13,493 |
LEGACY PROFESSIONALS LLP10+ years Service code 10 · EIN 32-0043599 | Accounting | $12,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $38,645 | $55,457-30.3% | $76,119-49.2% | $77,736-50.3% |
| Participation rate | 100.0% | 63.6%+36.4pp | 69.1%+30.9pp | 70.6%+29.4pp |
| Annual return | 11.56% | 17.09%-5.5pp | 361.25%-349.7pp | 31.26%-19.7pp |
| Employer contribution / active EE | $2,718 | $1,792+51.6% | $2,693+0.9% | $2,728-0.4% |
| Participant deferral / active EE | $821 | $3,454-76.2% | $4,259-80.7% | $4,651-82.3% |
| Admin fee / account holder | $182 | $411-55.7% | $6,421-97.2% | $433-58.0% |