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| Provider | Service type | Compensation |
|---|---|---|
BAM ADVISOR SERVICES3+ years Filed as: BAM ADVISOR SERVICES, LLC Service code 27 · EIN 20-8307105 8182 MARYLAND AVENUE, SUITE 500 · ST. LOUIS, MO 63105 | Advisory (Plan) | $20,584 |
ALERUS FINANCIAL, N.A.1 year Filed as: ALERUS FINANCIAL Service code 15 · EIN 45-6062081 2300 S. COLUMBIA ROAD · GRAND FORKS, ND 58201 | Recordkeeping | $12,509 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,138 | $55,453-51.1% | $170,435-84.1% | $62,293-56.4% |
| Participation rate | 68.9% | 66.4%+2.5pp | 83.6%-14.7pp | 69.5%-0.6pp |
| Annual return | 13.43% | 21.38%-7.9pp | 205.94%-192.5pp | 28.90%-15.5pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,432-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,698 | $2,303-26.3% | $4,939-65.6% | $3,169-46.4% |
| Admin fee / account holder | $190 | $455-58.3% | $13,881-98.6% | $479-60.4% |