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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES7 years Filed as: FINANCIAL ENGINES, INC. Service code 27 · EIN 94-3250323 | Advisory (Plan) | $55,354 |
ALERUS FINANCIAL, N.A.6 years Filed as: ALERUS RETIREMENT SOLUTIONS Service code 15 · EIN 45-0375407 | Recordkeeping | $48,447 |
NOVAK BIRKS, P.C.9+ years Filed as: NOVAK BIRKS P.C. Service code 10 · EIN 43-1122456 | Accounting | $29,303 |
Service code 29 · EIN 43-1706479 | Legal | $17,363 |
MERTZ INSURANCE7 years Filed as: MERTZ INSURANCE GROUP Service code 23 323 CASTLE PINE CIRCLE · PAPILLION, NE 68133 | Insurance services | $5,739 |
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 | $129,093 | $93,010+38.8% | $96,538+33.7% | $74,473+73.3% |
| Participation rate | 31.1% | 71.6%-40.5pp | 74.3%-43.3pp | 70.7%-39.7pp |
| Annual return | 14.68% | 37.50%-22.8pp | 35.74%-21.1pp | 34.36%-19.7pp |
| Employer contribution / active EE | $4,275 | $3,427+24.7% | $3,740+14.3% | $2,638+62.0% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,880-100.0% | $4,530-100.0% |
| Admin fee / account holder | $710 | $633+12.1% | $6,737-89.5% | $347+104.6% |