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| Provider | Service type | Compensation |
|---|---|---|
BLUE CROSS BLUE SHIELD OF ND2 years Filed as: BLUE CROSS BLUE SHIELD OF NORTH DAK Service code 13 · EIN 45-0173185 | Contract Administrator | $234,680 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $122,292 |
KUTAK ROCK LLP6 years Filed as: KUTAK ROCK Service code 29 · EIN 47-0597598 | Legal | $73,408 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $72,746 |
MILLIMAN, INC.7 years Filed as: MILLIMAN Service code 27 · EIN 91-0675641 | Advisory (Plan) | $36,000 |
Filed as: SHUMAKER, LOOP & KENDRICK LLP Service code 29 · EIN 34-4439491 | Legal | $32,009 |
LEGACY PROFESSIONALS LLP9+ years Service code 10 · EIN 32-0043599 | Accounting | $22,240 |
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 | $120,141 | $88,479+35.8% | $96,515+24.5% | $80,157+49.9% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | 17.65% | 22.53%-4.9pp | 35.73%-18.1pp | 40.39%-22.7pp |
| Employer contribution / active EE | $5,637 | $4,177+35.0% | $3,740+50.7% | $2,977+89.3% |
| Participant deferral / active EE | $384 | $3,961-90.3% | $4,880-92.1% | $5,015-92.4% |
| Admin fee / account holder | $157 | $211-25.8% | $6,735-97.7% | $145+8.2% |