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| Provider | Service type | Compensation |
|---|---|---|
BREMER BANK NATIONAL ASSOCIATION3+ years Filed as: BREMER TRUST, N.A. Service code 99 P.O. BOX 986 · ST. CLOUD, MN 563020986 | Other Fees | $12,697 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,250 |
Service code 15 · EIN 45-5614715 | Recordkeeping | $50 |
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 | $23,002 | $55,453-58.5% | $170,435-86.5% | $62,293-63.1% |
| Participation rate | 75.8% | 66.4%+9.5pp | 83.6%-7.8pp | 69.5%+6.3pp |
| Annual return | 23.60% | 21.38%+2.2pp | 205.94%-182.3pp | 28.90%-5.3pp |
| Employer contribution / active EE | $1,099 | $2,164-49.2% | $5,432-79.8% | $2,042-46.2% |
| Participant deferral / active EE | $1,287 | $2,303-44.1% | $4,939-74.0% | $3,169-59.4% |
| Admin fee / account holder | $21 | $455-95.3% | $13,881-99.8% | $479-95.5% |