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| Provider | Service type | Compensation |
|---|---|---|
ALERUS FINANCIAL, N.A.4 years Filed as: ALERUS RETIREMENT SOLUTIONS Service code 28 · EIN 41-0140105 PO BOX 64535 · ST. PAUL, MN 55164 | Investment Management | $86,592 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY MANAGED ACCOUNT SERV Service code 28 · EIN 26-4310632 2000 WESTCHESTER AVENUE 2ND FLOOR · PURCHASE, NY 10577 | Investment Management | $71,694 |
BLUE CROSS BLUE SHIELD OF ND6 years Service code 13 · EIN 45-0173185 PO BOX 1951 · FARGO, ND 58121 | Contract Administrator | $58,871 |
ABST LAW2 years Service code 29 · EIN 45-0428353 4132 30TH AVE S 100 · FARGO, ND 58104 | Legal | $42,195 |
LOCAL UNION 3009 years Service code 13 · EIN 41-1902201 2101 GREAT NORTHERN DR · FARGO, ND 58102 | Contract Administrator | $31,585 |
WIDMER ROEL PC2 years Service code 10 · EIN 45-0334950 4220 31ST AVE S · FARGO, ND 58104 | Accounting | $24,950 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,028 | $83,023-4.8% | $102,437-22.9% | $77,762+1.6% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 12.14% | 19.12%-7.0pp | 24.95%-12.8pp | 31.27%-19.1pp |
| Employer contribution / active EE | $0 | $3,552-100.0% | $3,871-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $6,217 | $4,110+51.3% | $5,060+22.9% | $4,651+33.7% |
| Admin fee / account holder | $388 | $639-39.4% | $8,388-95.4% | $433-10.5% |