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| Provider | Service type | Compensation |
|---|---|---|
BLUE CROSS BLUE SHIELD OF ND2 years Service code 14 · EIN 45-0173185 PO BOX 1951 · FARGO, ND 58107 | Plan Administrator | $64,675 |
RAYMOND JAMES FINANCIAL SERVICES6+ years Filed as: RAYMOND JAMES Service code 28 · EIN 59-1237041 | Investment Management | $58,011 |
EIDE BAILLY LLP6+ years Service code 10 · EIN 45-0250958 4310 17TH AVE S · FARGO, ND 58103 | Accounting | $6,000 |
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 | $20,387 | $91,517-77.7% | $101,275-79.9% | $73,412-72.2% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 17.20% | 17.17%0pp | 46.48%-29.3pp | 59.30%-42.1pp |
| Employer contribution / active EE | $657 | $2,877-77.2% | $3,660-82.1% | $2,234-70.6% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,371-100.0% | $3,806-100.0% |
| Admin fee / account holder | $167 | $216-22.8% | $5,948-97.2% | $158+5.5% |