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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $28,713 |
ALERUS FINANCIAL, N.A.4 years Filed as: ALERUS RETIREMENT CONSULTING Service code 15 · EIN 45-0140105 | Recordkeeping | $3,380 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $906 |
OSAIC WEALTH INC1 year Service code 22 · EIN 93-0987232 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,707 | $55,694-86.2% | $81,882-90.6% | $200,096-96.1% |
| Participation rate | 18.4% | 62.7%-44.3pp | 72.4%-54.0pp | 72.0%-53.6pp |
| Annual return | 28.13% | 19.59%+8.5pp | 779.47%-751.3pp | 34.26%-6.1pp |
| Employer contribution / active EE | $156 | $2,114-92.6% | $2,916-94.6% | $3,038-94.9% |
| Participant deferral / active EE | $471 | $3,299-85.7% | $4,323-89.1% | $5,090-90.8% |
| Admin fee / account holder | $46 | $348-86.9% | $7,360-99.4% | $269-83.1% |