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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BREMER TRUST, N.A. Service code 21 · EIN 41-1565461 | Bank Trustee | $13,659 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,450 | $59,535-57.3% | $90,161-71.8% | $62,293-59.1% |
| Participation rate | 96.3% | 73.0%+23.2pp | 76.9%+19.4pp | 69.5%+26.8pp |
| Annual return | 17.55% | 23.53%-6.0pp | 34.89%-17.3pp | 28.90%-11.3pp |
| Employer contribution / active EE | $746 | $1,826-59.1% | $3,318-77.5% | $2,042-63.5% |
| Participant deferral / active EE | $0 | $4,639-100.0% | $5,287-100.0% | $3,169-100.0% |
| Admin fee / account holder | $95 | $337-71.7% | $5,943-98.4% | $479-80.1% |