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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSITION FINANCE STRATEGIES LLC Service code 13 · EIN 13-4238973 | Contract Administrator | $102,397 |
ALERUS FINANCIAL, N.A.1+ years Filed as: ALERUS TRUST Service code 21 · EIN 45-6062081 | Bank Trustee | $50,025 |
STOUT, CAUSEY & HORNING, P.A.1+ years Filed as: STOUT RESIUS ROSS, INC. Service code 34 · EIN 38-3003685 | Valuation (appraisals, etc.) | $41,088 |
KPMG LLP1+ years Service code 10 · EIN 13-5565207 | Accounting | $28,683 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,388 | $85,635+20.7% | $123,894-16.6% | $63,975+61.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 81.4%+18.6pp | 71.1%+28.9pp |
| Annual return | 19.86% | 15.74%+4.1pp | 47.52%-27.7pp | 48.65%-28.8pp |
| Employer contribution / active EE | $7,279 | $3,076+136.6% | $4,617+57.7% | $2,182+233.7% |
| Participant deferral / active EE | $0 | $5,667-100.0% | $5,984-100.0% | $3,356-100.0% |
| Admin fee / account holder | $137 | $75+83.2% | $8,357-98.4% | $70+94.9% |