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| Provider | Service type | Compensation |
|---|---|---|
KUTAK ROCK LLP1 year Service code 29 · EIN 47-0597598 60 SOUTH ST, STE 3400 · MINNEAPOLIS, MN 554024018 | Legal | $11,004 |
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 | $128,548 | $76,669+67.7% | $96,520+33.2% | $71,495+79.8% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 14.46% | 48.29%-33.8pp | 35.72%-21.3pp | 28.85%-14.4pp |
| Employer contribution / active EE | $9,206 | $3,031+203.7% | $3,739+146.2% | $2,589+255.5% |
| Participant deferral / active EE | $9 | $3,771-99.8% | $4,879-99.8% | $4,291-99.8% |
| Admin fee / account holder | $1,167 | $2,028-42.5% | $6,733-82.7% | $1,588-26.5% |