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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FRINGE BENEFITS DESIGN OF MINNESOTA Service code 15 · EIN 41-1276678 | Recordkeeping | $13,855 |
EIDE BAILLY LLP3+ years Filed as: EIDE BAILLY Service code 10 800 NICOLLET MALL #1300 · MINNEAPOLIS, MN 55402 | Accounting | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $20,359 | $51,466-60.4% | $78,778-74.2% | $62,293-67.3% |
| Participation rate | 93.3% | 59.8%+33.5pp | 69.2%+24.1pp | 69.5%+23.8pp |
| Annual return | 14.53% | 19.96%-5.4pp | 35.62%-21.1pp | 28.90%-14.4pp |
| Employer contribution / active EE | $308 | $827-62.7% | $1,986-84.5% | $2,042-84.9% |
| Participant deferral / active EE | $1,087 | $2,147-49.4% | $2,958-63.2% | $3,169-65.7% |
| Admin fee / account holder | $117 | $489-76.1% | $5,134-97.7% | $479-75.6% |