Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $44,869 |
Filed as: BREMER BANK NA Service code 16 · EIN 41-0224890 | Consulting | $6,836 |
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 | $57,769 | $845,484-93.2% | $178,505-67.6% | - |
| Participation rate | 87.9% | 64.0%+23.9pp | 77.1%+10.8pp | - |
| Annual return | 16.41% | 8.37%+8.0pp | 27.16%-10.7pp | - |
| Employer contribution / active EE | $4,048 | $2,463+64.3% | $3,955+2.3% | - |
| Participant deferral / active EE | $7,754 | $5,196+49.2% | $6,280+23.5% | - |
| Admin fee / account holder | $17 | $34,598-100.0% | $10,428-99.8% | - |