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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BREMER BANK, N.A. Service code 21 P.O. BOX 986 · ST. CLOUD, MN 56301 | Bank Trustee | $1,584 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,255 |
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.
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 | $49,431 | $52,961-6.7% | $172,755-71.4% | $65,185-24.2% |
| Participation rate | 30.7% | 66.2%-35.5pp | 82.6%-51.9pp | 70.2%-39.5pp |
| Annual return | 9.25% | 30.12%-20.9pp | 802.94%-793.7pp | 29.38%-20.1pp |
| Employer contribution / active EE | $715 | $2,190-67.4% | $5,144-86.1% | $2,177-67.2% |
| Participant deferral / active EE | $789 | $2,471-68.1% | $5,198-84.8% | $3,514-77.6% |
| Admin fee / account holder | $28 | $472-94.1% | $13,955-99.8% | $847-96.7% |