Filed September 30, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $24,269 |
Filed as: EDWARD D JONES & CO Service code 16 · EIN 43-0345811 | Consulting | $23,003 |
ALERUS FINANCIAL, N.A.5+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $6,252 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,028 | $79,519-52.2% | $95,952-60.4% | $73,409-48.2% |
| Participation rate | 85.5% | 81.2%+4.3pp | 77.1%+8.4pp | 72.2%+13.3pp |
| Annual return | 7.60% | 19.20%-11.6pp | 91.61%-84.0pp | 59.29%-51.7pp |
| Employer contribution / active EE | $965 | $2,048-52.9% | $2,541-62.0% | $2,234-56.8% |
| Participant deferral / active EE | $2,108 | $4,138-49.1% | $4,167-49.4% | $3,805-44.6% |
| Admin fee / account holder | $160 | $184-13.4% | $6,795-97.7% | $158+1.1% |