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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BREMER TRUST NA Service code 21 · EIN 41-1565461 PO BOX 986, 1100 W ST GERMAIN ST · ST CLOUD, MN 56301 | Bank Trustee | $18,450 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,507 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $357 |
Annual investment return 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 | $27,823 | $37,196-25.2% | $154,108-81.9% | $55,725-50.1% |
| Participation rate | 98.6% | 64.1%+34.5pp | 83.0%+15.6pp | 70.9%+27.7pp |
| Annual return | -6.97% | 1319.68%-1326.6pp | 735.21%-742.2pp | 244.93%-251.9pp |
| Employer contribution / active EE | $1,819 | $1,614+12.7% | $5,298-65.7% | $2,078-12.5% |
| Participant deferral / active EE | $2,221 | $2,068+7.4% | $5,081-56.3% | $3,356-33.8% |
| Admin fee / account holder | $68 | $102-32.8% | $13,411-99.5% | $115-40.8% |