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| Provider | Service type | Compensation |
|---|---|---|
BREMER BANK NATIONAL ASSOCIATION2+ years Filed as: BREMER TRUST, N.A. Service code 21 PO BOX 986 · ST CLOUD, MN 56301 | Bank Trustee | $9,456 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,038 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $42,949 | $46,173-7.0% | $170,435-74.8% | $69,631-38.3% |
| Participation rate | 25.8% | 63.9%-38.1pp | 83.6%-57.8pp | 70.7%-44.9pp |
| Annual return | 14.51% | 21.62%-7.1pp | 205.94%-191.4pp | 27571.02%-27556.5pp |
| Employer contribution / active EE | $617 | $1,610-61.7% | $5,432-88.6% | $2,032-69.6% |
| Participant deferral / active EE | $650 | $2,080-68.7% | $4,939-86.8% | $3,224-79.8% |
| Admin fee / account holder | $121 | $116+4.0% | $13,881-99.1% | $110+9.2% |