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| Provider | Service type | Compensation |
|---|---|---|
ALERUS FINANCIAL, N.A.2 years Filed as: ALERUS RETIREMENT SOLUTIONS Service code 28 · EIN 41-0140105 PO BOX 64535 · ST. PAUL, MN 55164 | Investment Management | $72,056 |
ANDERSON & BOTTRELL8+ years Service code 29 · EIN 45-0428353 4132 30TH AVE S 100 · FARGO, ND 58104 | Legal | $62,907 |
BLUE CROSS BLUE SHIELD OF ND4 years Service code 13 · EIN 45-0173185 PO BOX 1951 · FARGO, ND 58121 | Contract Administrator | $56,527 |
Filed as: MORGAN STANLEY MANAGED ACCOUNT SERV Service code 28 · EIN 26-4310632 2000 WESTCHESTER AVENUE 2ND FLOOR · PURCHASE, NY 10577 | Investment Management | $55,723 |
LOCAL UNION 3007 years Service code 13 · EIN 41-1902201 2101 GREAT NORTHERN DR · FARGO, ND 58102 | Contract Administrator | $25,940 |
EIDE BAILLY LLP8+ years Service code 10 · EIN 45-0250958 4310 17TH AVE S · FARGO, ND 58103 | Accounting | $18,690 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,777 | $106,236-40.0% | $112,258-43.2% | $64,814-1.6% |
| Participation rate | 99.9% | 71.7%+28.2pp | 75.1%+24.8pp | 71.5%+28.4pp |
| Annual return | -18.42% | -6.02%-12.4pp | 27.47%-45.9pp | 32.84%-51.3pp |
| Employer contribution / active EE | $0 | $3,166-100.0% | $3,636-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $4,304 | $3,785+13.7% | $4,728-9.0% | $4,310-0.2% |
| Admin fee / account holder | $378 | $452-16.3% | $6,411-94.1% | $188+101.3% |