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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 45-0173185 4510 13TH AVENUE SW · FARGO, ND 58121 | Plan Administrator | $64,719 |
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES Service code 28 · EIN 59-1237041 | Investment Management | $43,435 |
EIDE BAILLY LLP2+ years Service code 10 · EIN 45-0250958 4310 17TH AVE S · FARGO, ND 58103 | Accounting | $16,195 |
FREDRICKSON AND BYRON2+ years Service code 29 · EIN 41-0971937 200 NORTH THIRD STREET SUITE 150 · BISMARCK, ND 58501 | Legal | $14,925 |
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 | $13,524 | $57,921-76.7% | $84,753-84.0% | $57,658-76.5% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 5.32% | 10.24%-4.9pp | 22.78%-17.5pp | 5.13%+0.2pp |
| Employer contribution / active EE | $890 | $2,598-65.8% | $3,574-75.1% | $1,974-54.9% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $167 | $130+29.1% | $5,333-96.9% | $95+77.1% |