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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 | $10,511 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,188 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $47,066 | $58,888-20.1% | $178,499-73.6% | $73,493-36.0% |
| Participation rate | 32.1% | 66.2%-34.2pp | 81.9%-49.9pp | 70.7%-38.6pp |
| Annual return | 2.56% | 24.86%-22.3pp | 151.10%-148.5pp | 28.51%-25.9pp |
| Employer contribution / active EE | $838 | $2,236-62.5% | $5,011-83.3% | $2,270-63.1% |
| Participant deferral / active EE | $925 | $2,568-64.0% | $5,202-82.2% | $3,740-75.3% |
| Admin fee / account holder | $110 | $400-72.6% | $13,986-99.2% | $513-78.6% |