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| Provider | Service type | Compensation |
|---|---|---|
BCS FINANCIAL, LLC2+ years Service code 28 · EIN 62-1731672 | Investment Management | $25,081 |
ALERUS FINANCIAL, N.A.1 year Filed as: ALERUS FINANCIAL Service code 28 · EIN 45-0140105 | Investment Management | $22,242 |
ACO/DCS2+ years Service code 11 · EIN 26-4614358 3985 STEVE REYNOLDS BLVD. · NORCROSS, GA 30093 | Actuarial | $0 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $261,298-100.0% | $169,917-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 27.3%-27.3pp | 10.3%-10.3pp | 45.6%-45.6pp |
| Annual return | 9.22% | 6.80%+2.4pp | 7.98%+1.2pp | 4.16%+5.1pp |
| Employer contribution / active EE | $15,684 | $40,252-61.0% | $23,724-33.9% | $42,918-63.5% |
| Participant deferral / active EE | $0 | $25-100.0% | $53-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $972-100.0% | $636-100.0% | $21,465-100.0% |