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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 |
Annual investment return 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 | $166,346 | $112,596+47.7% | $152,301+9.2% | $64,728+157.0% |
| Participation rate | 95.8% | 63.6%+32.2pp | 82.4%+13.4pp | 57.9%+37.9pp |
| Annual return | 10.83% | 23.76%-12.9pp | 80.50%-69.7pp | 49.38%-38.6pp |
| Employer contribution / active EE | $7,219 | $3,716+94.3% | $4,624+56.1% | $2,243+221.9% |
| Participant deferral / active EE | $9,379 | $6,075+54.4% | $8,004+17.2% | $2,729+243.6% |
| Admin fee / account holder | $269 | $996-73.0% | $14,398-98.1% | $1,145-76.5% |