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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CETERA TRUST COMPANY, N.A. Service code 19 · EIN 03-0388793 400 ROBERT ST N · ST. PAUL, MN 55101 | Securities Custodian | $103,289 |
ALERUS FINANCIAL, N.A.10+ years Filed as: ALERUS INVESTMENT ADVISORS Service code 27 · EIN 42-1378382 | Advisory (Plan) | $18,750 |
USI CONSULTING GROUP2 years Service code 11 · EIN 06-1053228 8000 NORMAN CENTER DRIVE · BLOOMINGTON, MN 55437 | Actuarial | $14,234 |
HARRINGTON LANGER & ASSOCIATES10+ years Service code 10 · EIN 41-1532347 | Accounting | $7,975 |
BEST & FLANAGAN LLP1 year Service code 17 · EIN 41-0150277 60 SOUTH SIXTH STREET · MINNEAPOLIS, MN 55402 | Pension Consulting | $5,802 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,224-100.0% | $110,417-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 2.9%-2.9pp | 58.0%-58.0pp | 2.9%-2.9pp |
| Annual return | 9.16% | 8.39%+0.8pp | 4.13%+5.0pp | 8.39%+0.8pp |
| Employer contribution / active EE | $13,125 | $18,340-28.4% | $15,783-16.8% | $18,340-28.4% |
| Participant deferral / active EE | $0 | $1,279-100.0% | $1,006-100.0% | $1,279-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $15,244-100.0% | $200-100.0% |