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| Provider | Service type | Compensation |
|---|---|---|
BREMER BANK NATIONAL ASSOCIATION5+ years Filed as: BREMER TRUST, N.A. Service code 21 · EIN 41-1565461 PO BOX 986, 1100 W ST GERMAIN ST · ST CLOUD, MN 56301 | Bank Trustee | $20,551 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,362 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,836 | $62,928-62.1% | $172,739-86.2% | $67,579-64.7% |
| Participation rate | 61.1% | 64.5%-3.3pp | 82.6%-21.5pp | 71.3%-10.2pp |
| Annual return | 5.74% | 30.36%-24.6pp | 802.84%-797.1pp | 378.56%-372.8pp |
| Employer contribution / active EE | $1,369 | $1,636-16.3% | $5,143-73.4% | $2,148-36.3% |
| Participant deferral / active EE | $689 | $2,145-67.9% | $5,198-86.7% | $3,539-80.5% |
| Admin fee / account holder | $95 | $167-43.0% | $13,954-99.3% | $142-33.3% |