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| Provider | Service type | Compensation |
|---|---|---|
SECURIAN FINANCIAL SERVICES INC7+ years Filed as: SECURIAN TRUST COMPANY, N.A. Service code 19 · EIN 03-0388793 | Securities Custodian | $95,627 |
Service code 17 · EIN 81-4959793 | Pension Consulting | $28,368 |
ALERUS FINANCIAL, N.A.7+ years Filed as: ALERUS INVESTMENT ADVISORS Service code 27 · EIN 42-1378382 | Advisory (Plan) | $25,000 |
USI CONSULTING GROUP2 years Filed as: HILDI INC., A DIVISION OF USI CG Service code 11 · EIN 06-1053228 8000 NORMAN CENTER DRIVE · BLOOMINGTON, MN 55437 | Actuarial | $14,311 |
HARRINGTON LANGER & ASSOCIATES7+ years Service code 10 · EIN 41-1532347 | Accounting | $6,600 |
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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 | $46,984-100.0% | $56,546-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 50.6%-50.6pp | 5.6%-5.6pp |
| Annual return | -14.25% | 39.77%-54.0pp | -11.22%-3.0pp | 39.77%-54.0pp |
| Employer contribution / active EE | $12,209 | $19,959-38.8% | $32,882-62.9% | $19,959-38.8% |
| Participant deferral / active EE | $0 | $614-100.0% | $579-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $1,473-100.0% | $62-100.0% |