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| Provider | Service type | Compensation |
|---|---|---|
BREMER BANK NATIONAL ASSOCIATION2+ years Filed as: BREMER TRUST, N.A. Service code 21 P.O. BOX 986 · ST. CLOUD, MN 563020986 | Bank Trustee | $15,203 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $18,639 | $46,732-60.1% | $156,551-88.1% | $55,167-66.2% |
| Participation rate | 76.5% | 65.8%+10.7pp | 84.0%-7.5pp | 69.0%+7.5pp |
| Annual return | 7.03% | 17.72%-10.7pp | 32.23%-25.2pp | 169.23%-162.2pp |
| Employer contribution / active EE | $1,051 | $2,105-50.1% | $5,501-80.9% | $1,963-46.5% |
| Participant deferral / active EE | $1,252 | $2,204-43.2% | $4,871-74.3% | $3,054-59.0% |
| Admin fee / account holder | $87 | $418-79.1% | $13,028-99.3% | $504-82.7% |