Filed May 8, 2024 (most recent of 2 filings on file)
Total covered: 4 employees
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| Provider | Service type | Compensation |
|---|---|---|
BREMER BANK NATIONAL ASSOCIATION4+ years Filed as: BREMER TRUST, N.A. Service code 21 P.O. BOX 986 · ST CLOUD, MN 56301 | Bank Trustee | $12,089 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,002 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $33,773 | $66,302-49.1% | $110,241-69.4% | $56,287-40.0% |
| Participation rate | 71.3% | 74.9%-3.6pp | 79.8%-8.5pp | 69.9%+1.5pp |
| Annual return | -5.41% | -1.18%-4.2pp | 314.75%-320.2pp | -9.96%+4.5pp |
| Employer contribution / active EE | $835 | $2,047-59.2% | $3,827-78.2% | $2,111-60.5% |
| Participant deferral / active EE | $3,168 | $3,381-6.3% | $4,672-32.2% | $3,350-5.4% |
| Admin fee / account holder | $102 | $698-85.4% | $8,548-98.8% | $521-80.5% |