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| Provider | Service type | Compensation |
|---|---|---|
BLUE CROSS BLUE SHIELD OF ND4 years Service code 14 · EIN 45-0173185 PO BOX 1951 · FARGO, ND 58107 | Plan Administrator | $69,710 |
RAYMOND JAMES FINANCIAL SERVICES8+ years Filed as: RAYMOND JAMES Service code 28 · EIN 59-1237041 300 NP AVE STE 108 · FARGO, ND 58102 | Investment Management | $64,564 |
EIDE BAILLY LLP8+ years Service code 10 · EIN 45-0250958 4310 17TH AVE S · FARGO, ND 58103 | Accounting | $17,890 |
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 | $17,193 | $106,236-83.8% | $112,263-84.7% | $64,824-73.5% |
| Participation rate | 97.2% | 71.7%+25.5pp | 75.1%+22.1pp | 71.5%+25.7pp |
| Annual return | -13.59% | -6.02%-7.6pp | 27.49%-41.1pp | 32.84%-46.4pp |
| Employer contribution / active EE | $807 | $3,167-74.5% | $3,636-77.8% | $2,507-67.8% |
| Participant deferral / active EE | $0 | $3,786-100.0% | $4,729-100.0% | $4,311-100.0% |
| Admin fee / account holder | $173 | $452-61.7% | $6,410-97.3% | $188-8.0% |