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| Provider | Service type | Compensation |
|---|---|---|
BLUE CROSS BLUE SHIELD OF ND5 years Service code 14 · EIN 45-0173185 PO BOX 1951 · FARGO, ND 58107 | Plan Administrator | $71,507 |
RAYMOND JAMES FINANCIAL SERVICES9+ years Filed as: RAYMOND JAMES Service code 28 · EIN 59-1237041 300 NP AVE STE 108 · FARGO, ND 58102 | Investment Management | $64,311 |
WIDMER ROEL PC1 year Service code 10 · EIN 45-0334950 4220 31ST AVE S · FARGO, ND 58104 | Accounting | $16,900 |
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 | $18,974 | $93,010-79.6% | $96,538-80.3% | $74,473-74.5% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 13.12% | 37.50%-24.4pp | 35.74%-22.6pp | 34.36%-21.2pp |
| Employer contribution / active EE | $921 | $3,427-73.1% | $3,740-75.4% | $2,638-65.1% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,880-100.0% | $4,530-100.0% |
| Admin fee / account holder | $181 | $633-71.4% | $6,737-97.3% | $347-47.9% |