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| Provider | Service type | Compensation |
|---|---|---|
BAM ADVISOR SERVICES5+ years Filed as: BAM ADVISOR SERVICES, LLC Service code 27 · EIN 20-8307105 8182 MARYLAND AVENUE, SUITE 500 · ST. LOUIS, MO 63105 | Advisory (Plan) | $23,947 |
ALERUS FINANCIAL, N.A.3 years Filed as: ALERUS FINANCIAL Service code 15 · EIN 45-6062081 2300 S. COLUMBIA ROAD · GRAND FORKS, ND 58201 | Recordkeeping | $9,307 |
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 | $34,293 | $52,961-35.2% | $172,755-80.1% | $65,185-47.4% |
| Participation rate | 67.9% | 66.2%+1.7pp | 82.6%-14.8pp | 70.2%-2.3pp |
| Annual return | 17.51% | 30.12%-12.6pp | 802.94%-785.4pp | 29.38%-11.9pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,144-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,756 | $2,471-28.9% | $5,198-66.2% | $3,514-50.0% |
| Admin fee / account holder | $260 | $472-45.0% | $13,955-98.1% | $847-69.4% |