Filed October 2, 2014 (most recent of 4 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
MERCER10+ years Service code 11 · EIN 13-2834414 | Actuarial | $347,641 |
LEGAL & GENERAL INVESTMENT6 years Filed as: LEGAL & GENERAL INVESTMENT MANAGEME Service code 51 · EIN 20-8058531 | Investment Mgmt Fees | $318,223 |
ALERUS FINANCIAL, N.A.10+ years Filed as: ALERUS FINANCIAL Service code 21 · EIN 45-0140105 | Bank Trustee | $59,985 |
US BANK6 years Filed as: US BANCORP ASSET MGMT INC Service code 19 · EIN 41-2003732 | Securities Custodian | $16,518 |
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS & CO. LLC Service code 19 · EIN 13-5108880 | Securities Custodian | $13,462 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $329,695-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.4%-43.4pp | 0.0%0pp |
| Annual return | 1.76% | 5.48%-3.7pp | 9.82%-8.1pp | 9.30%-7.5pp |
| Employer contribution / active EE | $0 | $9,127-100.0% | $30,322-100.0% | $12,551-100.0% |
| Participant deferral / active EE | $0 | $999-100.0% | $66-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $53,840-100.0% | - |