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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 | $52,975 |
ALERUS FINANCIAL, N.A.2+ years Filed as: ALERUS FINANCIAL Service code 21 · EIN 41-6374063 TWO PINE TREE DRIVE · ARDEN HILLS, MN 55112 | Bank Trustee | $37,658 |
VERUS2+ 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 | $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 | 3.34% | 6.80%-3.5pp | 7.98%-4.6pp | 4.16%-0.8pp |
| Employer contribution / active EE | $0 | $40,252-100.0% | $23,724-100.0% | $42,918-100.0% |
| 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% |