Filed July 1, 1994
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
BREMER BANK NATIONAL ASSOCIATION2+ years Filed as: BREMER TRUST, N.A. Service code 21 PO BOX 986 · ST CLOUD, MN 563020986 | Bank Trustee | $18,058 |
Service code 10 4170 THIELMAN LN SUITE 101 · ST. CLOUD, MN 56302 | Accounting | $5,600 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $33,603 | $63,924-47.4% | $108,582-69.1% | $55,167-39.1% |
| Participation rate | 92.7% | 74.3%+18.3pp | 79.6%+13.1pp | 69.0%+23.7pp |
| Annual return | 14.10% | 15.31%-1.2pp | -51.70%+65.8pp | 169.23%-155.1pp |
| Employer contribution / active EE | $482 | $1,879-74.4% | $3,758-87.2% | $1,963-75.4% |
| Participant deferral / active EE | $2,426 | $3,067-20.9% | $4,311-43.7% | $3,054-20.6% |
| Admin fee / account holder | $160 | $618-74.1% | $7,645-97.9% | $504-68.2% |