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| Provider | Service type | Compensation |
|---|---|---|
LOSGS LEGAL, LTD.1 year Service code 29 100 SOUTH FIFTH STREET, SUITE 2500 · MINNEAPOLIS, MN 55402 | Legal | $49,066 |
BMO HARRIS BANK NA4+ years Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $30,762 |
RBC GLOBAL ASSET MANAGEMENT4+ years Service code 28 · EIN 41-1460668 | Investment Management | $25,000 |
Filed as: DIMEO SCHNEIDER & ASSOCIATES Service code 50 · EIN 36-4001764 | Direct Payment | $21,000 |
ALERUS FINANCIAL, N.A.4+ years Filed as: ALERUS RETIREMENT SOLUTIONS Service code 13 · EIN 45-6062081 | Contract Administrator | $19,255 |
CLIFTONLARSONALLEN LLP4+ years Service code 10 · EIN 41-0746749 | Accounting | $15,350 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 27 · EIN 22-1211670 | Advisory (Plan) | $6,511 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,088 | $56,443-32.5% | $83,831-54.6% | $55,725-31.7% |
| Participation rate | 100.0% | 72.0%+28.0pp | 76.1%+23.9pp | 70.9%+29.1pp |
| Annual return | -1.15% | 393.67%-394.8pp | 850.99%-852.1pp | 244.93%-246.1pp |
| Employer contribution / active EE | $2,154 | $2,682-19.7% | $3,631-40.7% | $2,078+3.6% |
| Participant deferral / active EE | $413 | $2,965-86.1% | $4,082-89.9% | $3,356-87.7% |
| Admin fee / account holder | $299 | $156+91.6% | $5,479-94.5% | $115+159.9% |