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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 45-0173185 4510 13TH AVENUE SW · FARGO, ND 58121 | Plan Administrator | $65,297 |
RAYMOND JAMES FINANCIAL SERVICES3+ years Filed as: RAYMOND JAMES Service code 28 · EIN 59-1237041 | Investment Management | $46,722 |
EIDE BAILLY LLP3+ years Service code 10 · EIN 45-0250958 4310 17TH AVE S · FARGO, ND 58103 | Accounting | $13,805 |
FREDRICKSON AND BYRON3+ years Service code 29 · EIN 41-0971937 200 NORTH THIRD STREET SUITE 150 · BISMARCK, ND 58501 | Legal | $13,426 |
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 | $15,948 | $60,545-73.7% | $92,240-82.7% | $69,631-77.1% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.5%+23.5pp | 70.7%+29.3pp |
| Annual return | 15.05% | 19.71%-4.7pp | 176.29%-161.2pp | 27571.02%-27556.0pp |
| Employer contribution / active EE | $745 | $2,633-71.7% | $3,680-79.8% | $2,032-63.4% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $171 | $145+18.3% | $5,194-96.7% | $110+55.1% |