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| Provider | Service type | Compensation |
|---|---|---|
BREMER BANK NATIONAL ASSOCIATION4+ years Filed as: BREMER TRUST, N.A. Service code 21 · EIN 41-1565461 | Bank Trustee | $18,104 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $31,549 | $138,075-77.2% | $123,552-74.5% | $135,379-76.7% |
| Participation rate | 0.0% | 84.7%-84.7pp | 82.3%-82.3pp | 82.6%-82.6pp |
| Annual return | 23.74% | 153.70%-130.0pp | 119.20%-95.5pp | 519.79%-496.0pp |
| Employer contribution / active EE | $1,130 | $5,152-78.1% | $4,628-75.6% | $4,779-76.4% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $79 | $10,917-99.3% | $9,285-99.1% | $10,828-99.3% |