Filed December 31, 2019
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| Provider | Service type | Compensation |
|---|---|---|
ALERUS FINANCIAL, N.A.1+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $21,954 |
TRINITY PENSION CONSULTANTS1+ years Filed as: TRINITY PLANNING GROUP Service code 27 7300 W. 110TH ST · OVERLAND PARK, KS 66210 | Advisory (Plan) | $15,584 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $23,411 | $37,117-36.9% | $147,617-84.1% | $55,191-57.6% |
| Participation rate | 37.7% | 63.6%-25.9pp | 84.6%-46.9pp | 69.2%-31.4pp |
| Annual return | -2.80% | 3.44%-6.2pp | 61.98%-64.8pp | 10.78%-13.6pp |
| Employer contribution / active EE | $655 | $1,620-59.6% | $5,565-88.2% | $1,899-65.5% |
| Participant deferral / active EE | $1,158 | $1,985-41.7% | $4,895-76.3% | $3,046-62.0% |
| Admin fee / account holder | $143 | $86+67.4% | $11,611-98.8% | $91+57.8% |