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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 45-0173185 PO BOX 1951 · FARGO, ND 58107 | Plan Administrator | $65,151 |
RAYMOND JAMES FINANCIAL SERVICES5+ years Filed as: RAYMOND JAMES Service code 28 · EIN 59-1237041 | Investment Management | $54,397 |
EIDE BAILLY LLP5+ years Service code 10 · EIN 45-0250958 4310 17TH AVE S · FARGO, ND 58103 | Accounting | $13,720 |
FREDRICKSON AND BYRON5+ years Service code 29 · EIN 41-0971937 200 NORTH THIRD STREET SUITE 150 · BISMARCK, ND 58501 | Legal | $8,012 |
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 | $17,708 | $66,650-73.4% | $92,915-80.9% | $67,582-73.8% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 71.3%+28.7pp |
| Annual return | 20.49% | 92.64%-72.1pp | 109.45%-89.0pp | 378.57%-358.1pp |
| Employer contribution / active EE | $989 | $2,777-64.4% | $3,653-72.9% | $2,148-54.0% |
| Participant deferral / active EE | $0 | $3,160-100.0% | $4,238-100.0% | $3,539-100.0% |
| Admin fee / account holder | $167 | $199-15.9% | $5,796-97.1% | $142+17.7% |