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| Provider | Service type | Compensation |
|---|---|---|
BLUE CROSS BLUE SHIELD OF ND2 years Service code 13 · EIN 45-0173185 PO BOX 1951 · FARGO, ND 58107 | Contract Administrator | $56,587 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY MANAGED ACCOUNT SER Service code 28 · EIN 26-4310632 2000 WESTCHESTER AVENUE 2ND FLOOR · PURCHASE, NY 10577 | Investment Management | $54,438 |
ANDERSON & BOTTRELL6+ years Service code 29 · EIN 45-0428353 | Legal | $42,793 |
EIDE BAILLY LLP6+ years Service code 10 · EIN 45-0250958 | Accounting | $11,560 |
LOCAL UNION 3005 years Service code 13 · EIN 41-1902201 | Contract Administrator | $8,185 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,126 | $91,517-21.2% | $101,271-28.8% | $73,412-1.8% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 12.87% | 17.17%-4.3pp | 46.48%-33.6pp | 59.30%-46.4pp |
| Employer contribution / active EE | $3,427 | $2,877+19.1% | $3,660-6.4% | $2,234+53.4% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,371-100.0% | $3,806-100.0% |
| Admin fee / account holder | $305 | $216+41.4% | $5,948-94.9% | $158+93.3% |