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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 45-0173185 PO BOX 1951 · FARGO, ND 58107 | Contract Administrator | $56,958 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY MANAGED ACCOUNT SER Service code 28 · EIN 26-4310632 2000 WESTCHESTER AVENUE 2ND FLOOR · PURCHASE, NY 10577 | Investment Management | $53,103 |
ANDERSON & BOTTRELL1 year Filed as: ANDERSON BOTTRELL Service code 29 · EIN 45-0428353 | Legal | $37,212 |
LOCAL UNION 3004 years Service code 13 · EIN 41-1902201 | Contract Administrator | $21,647 |
EIDE BAILLY LLP5+ years Service code 10 · EIN 45-0250958 | Accounting | $18,485 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,922 | $66,601-2.5% | $92,903-30.1% | $67,579-3.9% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 71.3%+28.7pp |
| Annual return | 23.00% | 92.58%-69.6pp | 109.43%-86.4pp | 378.56%-355.6pp |
| Employer contribution / active EE | $4,215 | $2,775+51.9% | $3,653+15.4% | $2,148+96.2% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,238-100.0% | $3,539-100.0% |
| Admin fee / account holder | $326 | $199+63.8% | $5,795-94.4% | $142+129.0% |