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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4554 38TH AVE S STE A · FARGO, ND 58104 | Advisory (Plan) | $54,306 |
PENTEGRA SERVICES, INC.4 years Filed as: PENTEGRA SERVICES, INC Service code 13 · EIN 13-3745616 5350 77 CENTER DR STE 200 · CHARLOTTE NC, NC 28217 | Contract Administrator | $11,095 |
Filed as: EMPOWER ANN INSURANCE COMP OF AMER Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,817 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $394,898 | $102,422+285.6% | $147,117+168.4% | $80,959+387.8% |
| Participation rate | 98.8% | 75.9%+23.0pp | 82.2%+16.7pp | 67.7%+31.2pp |
| Annual return | 15.78% | 135.16%-119.4pp | 420.54%-404.8pp | 35.67%-19.9pp |
| Employer contribution / active EE | $13,089 | $3,717+252.1% | $4,932+165.4% | $2,757+374.7% |
| Participant deferral / active EE | $10,121 | $6,652+52.1% | $8,065+25.5% | $4,300+135.3% |
| Admin fee / account holder | $555 | $7,953-93.0% | $12,993-95.7% | $6,925-92.0% |