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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BREMER TRUST, N.A Service code 99 PO BOX 986 · ST CLOUD, MN 56301 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,467,516 | $60,165+10649.6% | $74,184+8618.2% | $55,167+11623.4% |
| Participation rate | 0.0% | 74.2%-74.2pp | 76.6%-76.6pp | 69.0%-69.0pp |
| Annual return | 12.65% | 10.00%+2.7pp | 17.74%-5.1pp | 169.23%-156.6pp |
| Employer contribution / active EE | $2,296 | $1,600+43.5% | $2,370-3.1% | $1,963+17.0% |
| Participant deferral / active EE | $3,634 | $2,973+22.2% | $3,550+2.4% | $3,054+19.0% |
| Admin fee / account holder | $8,420 | $419+1908.1% | $5,586+50.7% | $504+1571.0% |