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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT2+ years Service code 16 · EIN 41-1416330 | Consulting | $39,131 |
ALERUS FINANCIAL, N.A.2+ years Filed as: ALERUS RETIREMENT SOLUTIONS Service code 38 TWO PINE TREE DRIVE, STE 400 · ARDEN HILLS, MN 55112 | Participant Communication | $27,953 |
WILSON-MCSHANE CORPORATION2+ years Filed as: WILSON MCSHANE CORPORATION Service code 13 · EIN 41-0956552 | Contract Administrator | $19,405 |
LEGACY PROFESSIONALS LLP2+ years Service code 10 · EIN 32-0043599 | Accounting | $9,785 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,240 | $71,802-56.5% | $133,975-76.7% | $57,658-45.8% |
| Participation rate | 60.2% | 85.5%-25.3pp | 87.1%-26.8pp | 70.2%-10.0pp |
| Annual return | 5.21% | 13.51%-8.3pp | 29.29%-24.1pp | 5.13%+0.1pp |
| Employer contribution / active EE | $1,698 | $3,161-46.3% | $5,211-67.4% | $1,974-14.0% |
| Participant deferral / active EE | $857 | $4,606-81.4% | $6,282-86.4% | $3,061-72.0% |
| Admin fee / account holder | $210 | $88+140.0% | $9,324-97.7% | $95+122.6% |