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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CHRISTENSEN GROUP INSURANCE Service code 26 9855 WEST 78TH STREET, SUITE 100 · EDEN PRAIRIE, MN 55344 | Advisory (Participants) | $40,944 |
ALERUS FINANCIAL, N.A.10+ years Filed as: ALERUS Service code 15 · EIN 45-6062081 | Recordkeeping | $16,075 |
DUNBAR, BENDER & ZAPF, INC.7 years Filed as: DUNBAR, BENDER, & ZAPF, INC. Service code 15 · EIN 25-1650062 | Recordkeeping | $6,075 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,807 | $78,636+1.5% | $105,607-24.4% | $74,459+7.2% |
| Participation rate | 66.7% | 72.8%-6.1pp | 75.3%-8.6pp | 67.2%-0.6pp |
| Annual return | 14.64% | 15.96%-1.3pp | 116.11%-101.5pp | 1369.70%-1355.1pp |
| Employer contribution / active EE | $1,177 | $2,523-53.4% | $3,167-62.8% | $2,626-55.2% |
| Participant deferral / active EE | $3,381 | $4,322-21.8% | $5,011-32.5% | $4,350-22.3% |
| Admin fee / account holder | $387 | $2,220-82.6% | $10,958-96.5% | $1,945-80.1% |