| Provider | Service type | Compensation |
|---|---|---|
BLUE CROSS BLUE SHIELD OF ND3 years Filed as: BLUE CROSS BLUE SHIELD OF NORTH DAK Service code 13 · EIN 45-0173185 | Contract Administrator | $185,350 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $180,290 |
Filed as: SHUMAKER, LOOP & KENDRICK LLP Service code 29 · EIN 34-4439491 | Legal | $45,423 |
MILLIMAN, INC.8 years Filed as: MILLIMAN Service code 27 · EIN 91-0675641 | Advisory (Plan) | $36,000 |
LEGACY PROFESSIONALS LLP10+ years Service code 10 · EIN 32-0043599 | Accounting | $23,305 |
ALLEN BATES TECHNOLOGIES1 year Filed as: ALLEN BATES TECHNOLOGIES, INC. Service code 13 · EIN 32-0102319 | Contract Administrator | $5,060 |
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 | $131,401 | $241,850-45.7% | $102,437+28.3% | $200,096-34.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 13.68% | 17.67%-4.0pp | 24.95%-11.3pp | 34.26%-20.6pp |
| Employer contribution / active EE | $5,546 | $4,253+30.4% | $3,871+43.3% | $3,038+82.6% |
| Participant deferral / active EE | $371 | $3,961-90.6% | $5,060-92.7% | $5,090-92.7% |
| Admin fee / account holder | $125 | $288-56.6% | $8,388-98.5% | $269-53.6% |