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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT1+ years Service code 16 · EIN 41-1416330 | Consulting | $37,551 |
ALERUS FINANCIAL, N.A.1+ years Filed as: ALERUS RETIREMENT SOLUTIONS Service code 38 TWO PINE TREE DRIVE, STE 400 · ARDEN HILLS, MN 55112 | Participant Communication | $26,904 |
ANDREW & BRANSKY, P.A1+ years Filed as: ANDREW & BRANSKY, P.A. Service code 29 · EIN 41-1502219 | Legal | $15,898 |
WILSON-MCSHANE CORPORATION1+ years Filed as: WILSON MCSHANE CORPORATION Service code 13 · EIN 41-0956552 | Contract Administrator | $12,000 |
LEGACY PROFESSIONALS LLP1+ years Service code 10 · EIN 32-0043599 | Accounting | $9,950 |
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 | $29,533 | $68,413-56.8% | $123,106-76.0% | $55,191-46.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 86.8%+13.2pp | 69.2%+30.8pp |
| Annual return | 4.64% | 6.30%-1.7pp | 13.22%-8.6pp | 10.78%-6.1pp |
| Employer contribution / active EE | $4,179 | $3,050+37.0% | $5,151-18.9% | $1,899+120.1% |
| Participant deferral / active EE | $1,643 | $4,490-63.4% | $6,229-73.6% | $3,046-46.1% |
| Admin fee / account holder | $235 | $88+167.1% | $9,015-97.4% | $91+158.4% |