Filed August 28, 2015 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BREMER BANK NATIONAL ASSOCIATION2+ years Filed as: BREMER TRUST, N.A. Service code 21 · EIN 41-1565461 PO BOX 986 · ST CLOUD, MN 56302 | Bank Trustee | $84,873 |
MAIRS & POWER, INC.2+ years Filed as: MAIRS & POWERS Service code 28 · EIN 41-1777568 | Investment Management | $44,179 |
Filed as: ING FINANCIAL Service code 28 · EIN 41-0945505 | Investment Management | $30,848 |
HOFKIN CAPITAL2+ years Service code 10 5125 COUNTY RD, STE 105 · MINNETONKA, MN 55345 | Accounting | $29,427 |
Filed as: GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,719 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Securities brokerage | $1,052 |
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 | $36,835 | $33,232+10.8% | $71,796-48.7% | $63,975-42.4% |
| Participation rate | 71.4% | 60.1%+11.3pp | 69.1%+2.3pp | 71.1%+0.3pp |
| Annual return | 7.75% | 11.99%-4.2pp | 78.04%-70.3pp | 48.65%-40.9pp |
| Employer contribution / active EE | $1,250 | $723+73.0% | $1,924-35.0% | $2,182-42.7% |
| Participant deferral / active EE | $1,554 | $1,604-3.1% | $2,794-44.4% | $3,356-53.7% |
| Admin fee / account holder | $148 | $63+133.5% | $4,815-96.9% | $70+110.5% |