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| Provider | Service type | Compensation |
|---|---|---|
BCS FINANCIAL, LLC3+ years Service code 28 · EIN 62-1731672 | Investment Management | $23,356 |
ALERUS FINANCIAL, N.A.2 years Filed as: ALERUS FINANCIAL Service code 28 · EIN 45-0140105 | Investment Management | $19,798 |
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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 | $222,828-100.0% | $180,484-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 32.1%-32.1pp | 10.1%-10.1pp | 45.9%-45.9pp |
| Annual return | 10.38% | 3.14%+7.2pp | 10.53%-0.1pp | 10.21%+0.2pp |
| Employer contribution / active EE | $12,500 | $46,562-73.2% | $29,360-57.4% | $42,272-70.4% |
| Participant deferral / active EE | $0 | $0 | $54-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $1,524-100.0% | $1,273-100.0% | $13,518-100.0% |