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| Provider | Service type | Compensation |
|---|---|---|
ARGENT TRUST COMPANY1 year Service code 21 · EIN 62-1437218 1100 ABERNATHY ROAD · ATLANTA, GA 30328 | Bank Trustee | $31,121 |
Filed as: BREMER BANK NA Service code 21 · EIN 41-0224890 1100 WEST ST. GERMAIN ST · SAINT CLOUD, MN 56302 | Bank Trustee | $18,315 |
LONDON & BULLARD, PLLC1 year Service code 29 · EIN 76-0759234 222 SOUTH NINTH STREET, SUITE 1600 · MINNEAPOLIS, MN 55402 | Legal | $18,139 |
WIPFLI LLP1 year Service code 34 · EIN 39-0758449 11 SCOTT STREET, SUITE 400 · WAUSAU, WI 54403 | Valuation (appraisals, etc.) | $11,617 |
Service code 64 · EIN 45-3547265 P.O. BOX 211201 · ST. PAUL, MN 55121 | Recordkeeping Fees | $9,804 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,300 | $72,486+31.5% | $87,103+9.4% | $72,976+30.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | -12.24% | 24.46%-36.7pp | 28.19%-40.4pp | 81.02%-93.3pp |
| Employer contribution / active EE | $1,053 | $1,894-44.4% | $2,521-58.3% | $2,440-56.9% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,608-100.0% |
| Admin fee / account holder | $714 | $5,055-85.9% | $7,491-90.5% | $5,124-86.1% |