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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 | $105,248+58.1% | $147,318+12.9% | $71,012+134.3% |
| Participation rate | 95.8% | 66.1%+29.7pp | 82.1%+13.8pp | 58.6%+37.3pp |
| Annual return | 10.83% | 26.02%-15.2pp | 70.43%-59.6pp | 37.67%-26.8pp |
| Employer contribution / active EE | $7,219 | $3,785+90.7% | $4,593+57.2% | $2,348+207.5% |
| Participant deferral / active EE | $9,379 | $6,452+45.4% | $7,906+18.6% | $3,246+188.9% |
| Admin fee / account holder | $269 | $862-68.8% | $13,708-98.0% | $1,167-76.9% |