Filed April 6, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BREMER TRUST Service code 15 · EIN 41-1565461 PO BOX 986 · ST. CLOUD, MN 563020986 | Recordkeeping | $15,200 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,268 | $38,833+75.8% | $78,778-13.3% | $77,958-12.4% |
| Participation rate | 99.3% | 60.9%+38.3pp | 69.2%+30.1pp | 71.6%+27.6pp |
| Annual return | 5.53% | 20.31%-14.8pp | 35.62%-30.1pp | 20.87%-15.3pp |
| Employer contribution / active EE | $3,467 | $840+313.0% | $1,986+74.6% | $2,310+50.1% |
| Participant deferral / active EE | $0 | $1,776-100.0% | $2,958-100.0% | $3,537-100.0% |
| Admin fee / account holder | $10 | $89-88.5% | $5,134-99.8% | $97-89.5% |