Filed January 1, 2015 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
BAM ADVISOR SERVICES2+ years Service code 26 · EIN 20-8307105 | Advisory (Participants) | $35,503 |
ALERUS FINANCIAL, N.A.1 year Service code 15 · EIN 45-6062081 | Recordkeeping | $13,271 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $5,928 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $40,130 | $71,802-44.1% | $133,975-70.0% | $57,658-30.4% |
| Participation rate | 45.2% | 85.5%-40.2pp | 87.1%-41.8pp | 70.2%-25.0pp |
| Annual return | 25.74% | 13.51%+12.2pp | 29.29%-3.5pp | 5.13%+20.6pp |
| Employer contribution / active EE | $0 | $3,161-100.0% | $5,211-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,624 | $4,606-64.7% | $6,282-74.1% | $3,061-46.9% |
| Admin fee / account holder | $227 | $88+158.7% | $9,324-97.6% | $95+139.9% |