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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES6 years Filed as: FINANCIAL ENGINES, INC. Service code 27 · EIN 94-3250323 | Advisory (Plan) | $45,848 |
ALERUS FINANCIAL, N.A.5 years Filed as: ALERUS RETIREMENT SOLUTIONS Service code 15 · EIN 45-0375407 | Recordkeeping | $19,035 |
NOVAK BIRKS, P.C.8+ years Filed as: NOVAK BIRKS P.C. Service code 10 · EIN 43-1122456 | Accounting | $16,917 |
Service code 29 · EIN 43-1706479 | Legal | $9,502 |
MERTZ INSURANCE6 years Filed as: MERTZ INSURANCE GROUP Service code 23 323 CASTLE PINE CIRCLE · PAPILLION, NE 68133 | Insurance services | $6,239 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,462 | $106,236+20.0% | $112,263+13.5% | $64,824+96.6% |
| Participation rate | 30.3% | 71.7%-41.4pp | 75.1%-44.7pp | 71.5%-41.2pp |
| Annual return | -15.03% | -6.02%-9.0pp | 27.49%-42.5pp | 32.84%-47.9pp |
| Employer contribution / active EE | $3,899 | $3,167+23.1% | $3,636+7.2% | $2,507+55.5% |
| Participant deferral / active EE | $0 | $3,786-100.0% | $4,729-100.0% | $4,311-100.0% |
| Admin fee / account holder | $522 | $452+15.5% | $6,410-91.9% | $188+177.7% |