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| Provider | Service type | Compensation |
|---|---|---|
BAM ADVISOR SERVICES8+ years Filed as: BAM ADVISOR SERVICES, LLC Service code 27 · EIN 20-8307105 8182 MARYLAND AVENUE, SUITE 500 · ST. LOUIS, MO 63105 | Advisory (Plan) | $22,310 |
ALERUS FINANCIAL, N.A.6 years Filed as: ALERUS FINANCIAL Service code 15 · EIN 45-6062081 2300 S. COLUMBIA ROAD · GRAND FORKS, ND 58201 | Recordkeeping | $15,414 |
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-1140070 PO BOX 2239 · FORT WAYNE, IN 468012239 | Contract Administrator | $100 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,342 | $65,083-38.0% | $143,788-71.9% | $66,930-39.7% |
| Participation rate | 71.0% | 65.2%+5.8pp | 80.3%-9.3pp | 69.8%+1.2pp |
| Annual return | -12.77% | -11.13%-1.6pp | -0.03%-12.7pp | 1.57%-14.3pp |
| Employer contribution / active EE | $0 | $2,361-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,638 | $2,920-43.9% | $5,638-71.0% | $4,238-61.4% |
| Admin fee / account holder | $265 | $502-47.3% | $14,675-98.2% | $593-55.4% |