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| Provider | Service type | Compensation |
|---|---|---|
SECURIAN FINANCIAL SERVICES INC2+ years Filed as: SECURIAN TRUST COMPANY, N.A. Service code 19 · EIN 03-0388793 | Securities Custodian | $69,627 |
ALERUS FINANCIAL, N.A.2+ years Filed as: ALERUS INVESTMENT ADVISORS Service code 27 · EIN 42-1378382 | Advisory (Plan) | $25,000 |
HILDI INC.2+ years Service code 11 · EIN 14-1916505 | Actuarial | $13,978 |
Service code 17 · EIN 81-4959793 | Pension Consulting | $5,834 |
HARRINGTON LANGER & ASSOCIATES2+ years Service code 10 · EIN 41-1532347 | Accounting | $5,700 |
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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 | $99,031-100.0% | $127,144-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 24.8%-24.8pp | 62.9%-62.9pp | 4.5%-4.5pp |
| Annual return | 11.43% | 11.07%+0.4pp | 9.35%+2.1pp | 13.95%-2.5pp |
| Employer contribution / active EE | $19,136 | $14,286+33.9% | $25,504-25.0% | $16,598+15.3% |
| Participant deferral / active EE | $0 | $1,617-100.0% | $1,066-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $4,122-100.0% | $2,049-100.0% | $612-100.0% |