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| Provider | Service type | Compensation |
|---|---|---|
SECURIAN FINANCIAL SERVICES INC1+ years Filed as: SECURIAN TRUST COMPANY, N.A. Service code 19 · EIN 03-0388793 | Securities Custodian | $64,672 |
ALERUS FINANCIAL, N.A.1+ years Filed as: ALERUS INVESTMENT ADVISORS Service code 27 · EIN 42-1378382 | Advisory (Plan) | $25,000 |
HILDI INC.1+ years Service code 11 · EIN 14-1916505 | Actuarial | $14,201 |
HARRINGTON LANGER & ASSOCIATES1+ years Service code 10 · EIN 41-1532347 | Accounting | $5,550 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $81,476-100.0% | $110,523-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 47.6%-47.6pp | 3.6%-3.6pp |
| Annual return | 6.67% | 3.06%+3.6pp | 1.69%+5.0pp | 11.88%-5.2pp |
| Employer contribution / active EE | $18,082 | $10,157+78.0% | $24,295-25.6% | $14,612+23.7% |
| Participant deferral / active EE | $0 | $1,282-100.0% | $1,031-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $4,059-100.0% | $1,392-100.0% | $637-100.0% |