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.
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| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $514,184 |
ALERUS FINANCIAL, N.A.1+ years Filed as: ALERUS FINANCIAL Service code 26 · EIN 45-0140105 | Advisory (Participants) | $489,927 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 27 · EIN 36-3145972 | Advisory (Plan) | $36,516 |
BRADY MARTZ & ASSOCIATES1+ years Filed as: BRADY MARTZ Service code 10 · EIN 45-0310328 | Accounting | $15,400 |
FREDRIKSON & BYRON1+ years Service code 29 · EIN 41-0971937 | Legal | $7,065 |
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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 | $0 | $14,096,330-100.0% | $219,333-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.0%0pp |
| Annual return | -1.26% | 4.01%-5.3pp | -2.00%+0.7pp | 1.67%-2.9pp |
| Employer contribution / active EE | $3,975 | $6,352-37.4% | $34,470-88.5% | $10,506-62.2% |
| Participant deferral / active EE | $0 | $452-100.0% | $34-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $5,362-100.0% | $66,276-100.0% |