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| Provider | Service type | Compensation |
|---|---|---|
BAM ADVISOR SERVICES9 years Filed as: BAM ADVISOR SERVICES, LLC Service code 26 · EIN 16-1728260 | Advisory (Participants) | $73,149 |
ALERUS FINANCIAL, N.A.9 years Filed as: ALERUS FINANCIAL Service code 15 · EIN 45-6062081 | Recordkeeping | $46,934 |
Filed as: FOCUS PARTNERS Service code 26 190 CARONDELET PLAZA · ST. LOUIS, MO 63105 | Advisory (Participants) | $24,785 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,346 | $145,174+14.6% | $182,262-8.7% | $69,255+140.2% |
| Participation rate | 95.8% | 77.3%+18.6pp | 84.2%+11.6pp | 69.0%+26.8pp |
| Annual return | 10.83% | 24.21%-13.4pp | 140.60%-129.8pp | 26.73%-15.9pp |
| Employer contribution / active EE | $7,219 | $4,864+48.4% | $5,046+43.1% | $2,645+172.9% |
| Participant deferral / active EE | $9,379 | $7,703+21.8% | $8,276+13.3% | $2,890+224.5% |
| Admin fee / account holder | $269 | $791-66.0% | $16,712-98.4% | $733-63.3% |