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| Provider | Service type | Compensation |
|---|---|---|
BREMER BANK NATIONAL ASSOCIATION3+ years Filed as: BREMER TRUST, N.A. Service code 21 P.O. BOX 986 · ST. CLOUD, MN 563020986 | Bank Trustee | $8,555 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $625 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $28,037 | $55,453-49.4% | $170,435-83.5% | $62,293-55.0% |
| Participation rate | 17.8% | 66.4%-48.5pp | 83.6%-65.8pp | 69.5%-51.7pp |
| Annual return | 12.52% | 21.38%-8.9pp | 205.94%-193.4pp | 28.90%-16.4pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,432-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $485 | $2,303-79.0% | $4,939-90.2% | $3,169-84.7% |
| Admin fee / account holder | $157 | $455-65.5% | $13,881-98.9% | $479-67.2% |