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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 45-0173185 4510 13TH AVENUE SW · FARGO, ND 58121 | Plan Administrator | $63,843 |
RAYMOND JAMES FINANCIAL SERVICES4+ years Filed as: RAYMOND JAMES Service code 28 · EIN 59-1237041 | Investment Management | $51,889 |
EIDE BAILLY LLP4+ years Service code 10 · EIN 45-0250958 4310 17TH AVE S · FARGO, ND 58103 | Accounting | $11,989 |
FREDRICKSON AND BYRON4+ years Service code 29 · EIN 41-0971937 200 NORTH THIRD STREET SUITE 150 · BISMARCK, ND 58501 | Legal | $8,640 |
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 | $14,636 | $56,443-74.1% | $83,831-82.5% | $55,725-73.7% |
| Participation rate | 100.0% | 72.0%+28.0pp | 76.1%+23.9pp | 70.9%+29.1pp |
| Annual return | -5.04% | 393.67%-398.7pp | 850.99%-856.0pp | 244.93%-250.0pp |
| Employer contribution / active EE | $743 | $2,682-72.3% | $3,631-79.5% | $2,078-64.3% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $168 | $156+7.6% | $5,479-96.9% | $115+45.9% |