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| Provider | Service type | Compensation |
|---|---|---|
BAM ADVISOR SERVICES10+ years Filed as: BAM ADVISOR SERVICES, LLC Service code 27 · EIN 20-8307105 8182 MARYLAND AVENUE, SUITE 500 · ST. LOUIS, MO 63105 | Advisory (Plan) | $19,941 |
ALERUS FINANCIAL, N.A.8 years Filed as: ALERUS FINANCIAL Service code 15 · EIN 45-6062081 2300 S. COLUMBIA ROAD · GRAND FORKS, ND 58201 | Recordkeeping | $11,173 |
CHARLES W. SNADER, P.C.1 year Filed as: CHARLES W. SNADER Service code 10 · EIN 54-1873714 131 HANBURY ROAD WEST, SUITE C · CHESAPEAKE, VA 23322 | Accounting | $6,950 |
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 PO BOX 2239 · FORT WAYNE, IN 468012239 | Contract Administrator | $100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $45,601 | $81,358-44.0% | $155,556-70.7% | $80,959-43.7% |
| Participation rate | 66.7% | 66.3%+0.4pp | 78.2%-11.6pp | 67.7%-1.0pp |
| Annual return | 10.13% | 33.39%-23.3pp | 64.84%-54.7pp | 35.67%-25.5pp |
| Employer contribution / active EE | $38 | $3,106-98.8% | $4,675-99.2% | $2,757-98.6% |
| Participant deferral / active EE | $1,098 | $3,455-68.2% | $5,631-80.5% | $4,300-74.5% |
| Admin fee / account holder | $335 | $7,994-95.8% | $15,885-97.9% | $6,925-95.2% |