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 | $83,356 |
ALERUS FINANCIAL, N.A.2+ years Filed as: ALERUS TRUST Service code 21 · EIN 45-6062081 | Bank Trustee | $50,000 |
STOUT, CAUSEY & HORNING, P.A.2+ years Filed as: STOUT RESIUS ROSS, INC. Service code 34 · EIN 38-3003685 | Valuation (appraisals, etc.) | $40,549 |
KPMG LLP2+ years Service code 10 · EIN 13-5565207 | Accounting | $23,080 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,843 | $96,458+11.8% | $136,298-20.9% | $77,958+38.3% |
| Participation rate | 92.0% | 75.4%+16.6pp | 81.9%+10.1pp | 71.6%+20.3pp |
| Annual return | 6.27% | 23.78%-17.5pp | 5156.27%-5150.0pp | 20.87%-14.6pp |
| Employer contribution / active EE | $7,120 | $3,144+126.5% | $4,696+51.6% | $2,310+208.1% |
| Participant deferral / active EE | $0 | $5,902-100.0% | $6,247-100.0% | $3,537-100.0% |
| Admin fee / account holder | $121 | $80+49.9% | $9,244-98.7% | $97+23.9% |