Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BREMER BANK NATIONAL ASSOCIATION1+ years Filed as: BREMER TRUST, N.A. Service code 21 P.O. BOX 986 · ST. CLOUD, MN 563020986 | Bank Trustee | $13,811 |
Filed as: GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,630 | $36,916+1.9% | $156,551-76.0% | $57,658-34.7% |
| Participation rate | 23.7% | 63.4%-39.7pp | 84.0%-60.3pp | 70.2%-46.5pp |
| Annual return | -0.96% | 12.38%-13.3pp | 32.23%-33.2pp | 5.13%-6.1pp |
| Employer contribution / active EE | $531 | $1,571-66.2% | $5,501-90.3% | $1,974-73.1% |
| Participant deferral / active EE | $586 | $1,926-69.5% | $4,871-88.0% | $3,061-80.8% |
| Admin fee / account holder | $147 | $82+77.8% | $13,028-98.9% | $95+55.1% |