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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BREMER TRUST, N.A. Service code 21 1100 W ST GERMAIN ST · ST CLOUD, MN 56301 | Bank Trustee | $8,014 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $650 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $31,656 | $55,453-42.9% | $170,435-81.4% | $62,293-49.2% |
| Participation rate | 44.6% | 66.4%-21.8pp | 83.6%-39.0pp | 69.5%-24.9pp |
| Annual return | 15.91% | 21.38%-5.5pp | 205.94%-190.0pp | 28.90%-13.0pp |
| Employer contribution / active EE | $561 | $2,164-74.1% | $5,432-89.7% | $2,042-72.6% |
| Participant deferral / active EE | $1,397 | $2,303-39.3% | $4,939-71.7% | $3,169-55.9% |
| Admin fee / account holder | $81 | $455-82.1% | $13,881-99.4% | $479-83.0% |