| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $358,404 |
Filed as: BLUE CROSS BLUE SHIELD OF NORTH DAK Service code 13 · EIN 45-0173185 | Contract Administrator | $202,200 |
KUTAK ROCK LLP5 years Filed as: KUTAK ROCK Service code 29 · EIN 47-0597598 | Legal | $156,997 |
MILLIMAN, INC.6 years Filed as: MILLIMAN Service code 17 · EIN 91-0675641 | Pension Consulting | $36,000 |
LEGACY PROFESSIONALS LLP8+ years Service code 10 · EIN 32-0043599 | Accounting | $29,632 |
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 | $109,227 | $76,774+42.3% | $112,270-2.7% | $77,906+40.2% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | -16.83% | -10.25%-6.6pp | 27.49%-44.3pp | 12.16%-29.0pp |
| Employer contribution / active EE | $5,619 | $3,977+41.3% | $3,635+54.6% | $2,846+97.4% |
| Participant deferral / active EE | $314 | $3,778-91.7% | $4,729-93.4% | $4,805-93.5% |
| Admin fee / account holder | $209 | $239-12.3% | $6,411-96.7% | $133+58.0% |