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| Provider | Service type | Compensation |
|---|---|---|
ARGENT TRUST COMPANY2 years Service code 21 · EIN 62-1437218 1100 ABERNATHY ROAD · ATLANTA, GA 30328 | Bank Trustee | $40,833 |
Service code 64 · EIN 45-3547265 P.O. BOX 211201 · ST. PAUL, MN 55121 | Recordkeeping Fees | $15,886 |
WIPFLI LLP2 years Service code 34 · EIN 39-0758449 11 SCOTT STREET, SUITE 400 · WAUSAU, WI 54403 | Valuation (appraisals, etc.) | $14,468 |
EIDE BAILLY LLP1 year Filed as: EIDE BAILLY, LLP Service code 10 · EIN 45-0250958 800 NICOLLET MALL, SUITE 1300 · MINNEAPOLIS, MN 55402 | Accounting | $11,500 |
Filed as: BREMER BANK NA Service code 21 · EIN 41-0224890 1100 WEST ST. GERMAIN ST · SAINT CLOUD, MN 56302 | Bank Trustee | $9,374 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,367 | $78,423+68.8% | $95,964+37.9% | $79,856+65.8% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 38.81% | 19.37%+19.4pp | 91.64%-52.8pp | 31.71%+7.1pp |
| Employer contribution / active EE | $1,064 | $1,945-45.3% | $2,541-58.1% | $2,471-57.0% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,741-100.0% |
| Admin fee / account holder | $725 | $5,622-87.1% | $6,797-89.3% | $5,306-86.3% |