Filed December 31, 2019
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| Provider | Service type | Compensation |
|---|---|---|
ALERUS FINANCIAL, N.A.3+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $31,707 |
TRINITY PENSION CONSULTANTS3+ years Filed as: TRINITY PLANNING GROUP Service code 27 7300 W. 110TH ST · OVERLAND PARK, KS 66210 | Advisory (Plan) | $20,227 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,619 | $46,173-20.7% | $170,442-78.5% | $69,631-47.4% |
| Participation rate | 35.8% | 63.9%-28.1pp | 83.6%-47.8pp | 70.7%-34.8pp |
| Annual return | 17.11% | 21.62%-4.5pp | 205.93%-188.8pp | 27571.02%-27553.9pp |
| Employer contribution / active EE | $655 | $1,610-59.3% | $5,433-87.9% | $2,032-67.8% |
| Participant deferral / active EE | $1,188 | $2,080-42.9% | $4,939-76.0% | $3,224-63.2% |
| Admin fee / account holder | $209 | $116+79.9% | $13,880-98.5% | $110+88.9% |