Filed September 8, 1995
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
TRANSITION FINANCE STRATEGIES, LLC10+ years Filed as: TRANSITION FINANCE STRATEGIES LLC Service code 13 · EIN 13-4238973 | Contract Administrator | $86,958 |
STOUT, CAUSEY & HORNING, P.A.10+ years Filed as: STOUT RESIUS ROSS, INC. Service code 34 · EIN 38-3003685 | Valuation (appraisals, etc.) | $68,003 |
ALERUS FINANCIAL, N.A.10+ years Filed as: ALERUS TRUST Service code 21 · EIN 45-6062081 | Bank Trustee | $50,652 |
KPMG LLP10+ years Service code 10 · EIN 13-5565207 | Accounting | $47,355 |
POLSINELLI3 years Filed as: POLSINELLI PC Service code 29 ONE EAST WASHINGTON · PHOENIX, AZ 85004 | Legal | $1,658 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $268,399 | $161,888+65.8% | $147,318+82.2% | $100,573+166.9% |
| Participation rate | 92.3% | 78.1%+14.1pp | 82.1%+10.2pp | 70.9%+21.3pp |
| Annual return | 5.19% | 22.84%-17.6pp | 70.43%-65.2pp | 18.89%-13.7pp |
| Employer contribution / active EE | $9,522 | $5,949+60.1% | $4,593+107.3% | $3,763+153.0% |
| Participant deferral / active EE | $0 | $9,384-100.0% | $7,906-100.0% | $4,921-100.0% |
| Admin fee / account holder | $112 | $198-43.5% | $13,708-99.2% | $454-75.3% |