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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 11 · EIN 36-4291971 3600 AMERICAN BLVD WEST, SUITE 500 · BLOOMINGTON, MN 55431 | Actuarial | $55,675 |
ALERUS FINANCIAL, N.A.1+ years Filed as: ALERUS FINANCIAL Service code 21 · EIN 41-6374063 TWO PINE TREE DRIVE · ARDEN HILLS, MN 55112 | Bank Trustee | $22,736 |
VERUS1+ years Filed as: VERUS ADVISORY, INC. Service code 27 · EIN 91-1320111 999 THIRD AVENUE, SUITE 4200 · SEATTLE, WA 98104 | Advisory (Plan) | $20,000 |
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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 | $138,622-100.0% | $96,302-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 28.6%-28.6pp | 8.8%-8.8pp | 48.7%-48.7pp |
| Annual return | -0.98% | -6.67%+5.7pp | -2.90%+1.9pp | -2.16%+1.2pp |
| Employer contribution / active EE | $0 | $50,664-100.0% | $27,990-100.0% | $42,949-100.0% |
| Participant deferral / active EE | $0 | $0 | $137-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $677-100.0% | $519-100.0% | $12,572-100.0% |