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| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES7+ years Filed as: RAYMOND JAMES Service code 28 · EIN 59-1237041 | Investment Management | $69,627 |
BLUE CROSS BLUE SHIELD OF ND3 years Service code 14 · EIN 45-0173185 PO BOX 1951 · FARGO, ND 58107 | Plan Administrator | $66,351 |
EIDE BAILLY LLP7+ years Service code 10 · EIN 45-0250958 4310 17TH AVE S · FARGO, ND 58103 | Accounting | $23,875 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $20,734 | $78,275-73.5% | $109,188-81.0% | $86,821-76.1% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.9%+24.1pp | 72.3%+27.7pp |
| Annual return | 7.27% | 19.14%-11.9pp | 25.76%-18.5pp | 97.94%-90.7pp |
| Employer contribution / active EE | $1,028 | $3,105-66.9% | $3,723-72.4% | $2,406-57.3% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,654-100.0% | $4,132-100.0% |
| Admin fee / account holder | $194 | $198-2.2% | $6,755-97.1% | $170+14.5% |