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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES5 years Filed as: FINANCIAL ENGINES, INC. Service code 27 · EIN 94-3250323 | Advisory (Plan) | $51,028 |
ALERUS FINANCIAL, N.A.4 years Filed as: ALERUS RETIREMENT SOLUTIONS Service code 15 · EIN 45-0375407 | Recordkeeping | $18,642 |
NOVAK BIRKS, P.C.7+ years Filed as: NOVAK BIRKS P.C. Service code 10 · EIN 43-1122456 | Accounting | $18,000 |
Service code 29 · EIN 43-1706479 | Legal | $8,229 |
MERTZ INSURANCE GROUP5 years Service code 23 323 CASTLE PINE CIRCLE · PAPILLION, NE 68133 | Insurance services | $6,189 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,962 | $78,275+80.1% | $109,173+29.1% | $86,821+62.4% |
| Participation rate | 30.2% | 73.8%-43.6pp | 75.9%-45.6pp | 72.3%-42.1pp |
| Annual return | 10.40% | 19.14%-8.7pp | 25.75%-15.4pp | 97.94%-87.5pp |
| Employer contribution / active EE | $4,056 | $3,105+30.6% | $3,723+8.9% | $2,406+68.6% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,654-100.0% | $4,132-100.0% |
| Admin fee / account holder | $526 | $198+165.1% | $6,755-92.2% | $170+210.3% |