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| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES10+ years Filed as: RAYMOND JAMES Service code 28 · EIN 59-1237041 300 NP AVE STE 108 · FARGO, ND 58102 | Investment Management | $73,878 |
BLUE CROSS BLUE SHIELD OF ND6 years Service code 14 · EIN 45-0173185 PO BOX 1951 · FARGO, ND 58107 | Plan Administrator | $72,136 |
WIDMER ROEL PC2 years Service code 10 · EIN 45-0334950 4220 31ST AVE S · FARGO, ND 58104 | Accounting | $21,450 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,505 | $83,023-76.5% | $102,437-81.0% | $77,762-74.9% |
| Participation rate | 97.7% | 71.5%+26.1pp | 74.5%+23.2pp | 70.6%+27.1pp |
| Annual return | 10.30% | 19.12%-8.8pp | 24.95%-14.6pp | 31.27%-21.0pp |
| Employer contribution / active EE | $932 | $3,552-73.8% | $3,871-75.9% | $2,728-65.9% |
| Participant deferral / active EE | $0 | $4,110-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $193 | $639-69.8% | $8,388-97.7% | $433-55.4% |