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| Provider | Service type | Compensation |
|---|---|---|
BREMER BANK NATIONAL ASSOCIATION3+ years Filed as: BREMER TRUST, N.A. Service code 21 P.O. BOX 986 · ST. CLOUD, MN 56301 | Bank Trustee | $13,937 |
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.
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 | $46,788 | $47,977-2.5% | $154,111-69.6% | $56,287-16.9% |
| Participation rate | 30.6% | 66.2%-35.6pp | 83.0%-52.4pp | 69.9%-39.2pp |
| Annual return | 11.65% | 3.54%+8.1pp | 735.18%-723.5pp | -9.96%+21.6pp |
| Employer contribution / active EE | $675 | $2,169-68.9% | $5,298-87.3% | $2,111-68.0% |
| Participant deferral / active EE | $776 | $2,392-67.5% | $5,081-84.7% | $3,350-76.8% |
| Admin fee / account holder | $164 | $438-62.6% | $13,411-98.8% | $521-68.5% |