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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 45-0173185 4510 13TH AVENUE SW · FARGO, ND 58121 | Plan Administrator | $61,792 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES Service code 28 · EIN 59-1237041 | Investment Management | $33,440 |
FREDRICKSON AND BYRON1+ years Service code 29 · EIN 41-0971937 200 NORTH THIRD STREET SUITE 150 · BISMARCK, ND 58501 | Legal | $17,780 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 28 · EIN 36-3145972 | Investment Management | $13,651 |
EIDE BAILLY LLP1+ years Service code 10 · EIN 45-0250958 4310 17TH AVE S · FARGO, ND 58103 | Accounting | $13,580 |
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 | $15,316 | $50,498-69.7% | $75,784-79.8% | $55,191-72.2% |
| Participation rate | 100.0% | 69.4%+30.6pp | 75.8%+24.2pp | 69.2%+30.8pp |
| Annual return | -0.94% | 1.80%-2.7pp | 9.68%-10.6pp | 10.78%-11.7pp |
| Employer contribution / active EE | $957 | $2,291-58.2% | $3,323-71.2% | $1,899-49.6% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,652-100.0% | $3,046-100.0% |
| Admin fee / account holder | $224 | $123+82.1% | $5,300-95.8% | $91+146.9% |