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| Provider | Service type | Compensation |
|---|---|---|
SECURIAN FINANCIAL SERVICES INC5+ years Filed as: SECURIAN TRUST COMPANY, N.A. Service code 19 · EIN 03-0388793 | Securities Custodian | $79,096 |
ALERUS FINANCIAL, N.A.5+ years Filed as: ALERUS INVESTMENT ADVISORS Service code 27 · EIN 42-1378382 | Advisory (Plan) | $25,000 |
HILDI INC.5+ years Service code 11 · EIN 14-1916505 14852 SCENIC HEIGHTS ROAD · EDEN PRAIRIE, MN 55344 | Actuarial | $10,355 |
HARRINGTON LANGER & ASSOCIATES5+ years Service code 10 · EIN 41-1532347 | Accounting | $6,225 |
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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 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 | $409,661-100.0% | $75,924-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 1.7%-1.7pp | 52.9%-52.9pp | 1.7%-1.7pp |
| Annual return | 13.32% | 627.08%-613.8pp | 6.78%+6.5pp | 627.08%-613.8pp |
| Employer contribution / active EE | $16,071 | $18,824-14.6% | $28,542-43.7% | $18,824-14.6% |
| Participant deferral / active EE | $0 | $418-100.0% | $763-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $1,754-100.0% | $1,923-100.0% |