Filed May 26, 2005
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 |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES & ASSOCIATES Service code 15 · EIN 59-1237041 | Recordkeeping | $35,986 |
ALERUS FINANCIAL, N.A.1+ years Filed as: ALERUS FIANCIAL, N.A. Service code 15 · EIN 45-6062081 | Recordkeeping | $11,779 |
INTERACTIVE RETIREMENT SYSTEMS1+ years Filed as: INTERACTIVE RETIREMENT SYSTEMS, LTD Service code 15 · EIN 41-1632187 | Recordkeeping | $6,897 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $74,545 | $70,667+5.5% | $123,105-39.4% | $52,331+42.5% |
| Participation rate | 96.6% | 83.7%+12.9pp | 86.8%+9.8pp | 68.1%+28.5pp |
| Annual return | 2.08% | 6.23%-4.2pp | 13.22%-11.1pp | 4.54%-2.5pp |
| Employer contribution / active EE | $4,391 | $2,946+49.1% | $5,151-14.7% | $1,882+133.4% |
| Participant deferral / active EE | $3,797 | $4,493-15.5% | $6,229-39.1% | $3,022+25.6% |
| Admin fee / account holder | $314 | $506-38.0% | $9,014-96.5% | $592-46.9% |