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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WILSON-MCSHANE Service code 14 · EIN 41-0956552 2002 LONDON ROAD · DULUTH, MN 55812 | Plan Administrator | $15,480 |
BAUMAN ASSOCIATES1 year Filed as: BAUMAN ASSOCITATES, LTD Service code 10 · EIN 39-1277627 4229 SOUTHTOWNE DRIVE · EAU CLAIRE, WI 54701 | Accounting | $11,620 |
KUTAK ROCK LLP2 years Service code 29 · EIN 47-0597598 60 SOUTH ST, STE 3400 · MINNEAPOLIS, MN 554024018 | Legal | $8,438 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $150,307 | $80,748+86.1% | $102,383+46.8% | $74,429+101.9% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 11.43% | 27.57%-16.1pp | 24.94%-13.5pp | 1368.38%-1357.0pp |
| Employer contribution / active EE | $7,693 | $3,159+143.5% | $3,870+98.8% | $2,625+193.1% |
| Participant deferral / active EE | $50 | $3,861-98.7% | $5,060-99.0% | $4,348-98.9% |
| Admin fee / account holder | $1,230 | $2,371-48.1% | $8,391-85.3% | $1,944-36.8% |