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 | $78,812 |
ALERUS FINANCIAL, N.A.3+ years Filed as: ALERUS TRUST Service code 21 · EIN 45-6062081 | Bank Trustee | $50,000 |
STOUT, CAUSEY & HORNING, P.A.3+ years Filed as: STOUT RESIUS ROSS, INC. Service code 34 · EIN 38-3003685 | Valuation (appraisals, etc.) | $40,618 |
KPMG LLP3+ years Service code 10 · EIN 13-5565207 | Accounting | $22,857 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,040 | $88,874+48.6% | $123,553+6.9% | $75,289+75.4% |
| Participation rate | 88.7% | 75.9%+12.9pp | 82.3%+6.4pp | 72.4%+16.3pp |
| Annual return | 25.86% | 4.22%+21.6pp | 119.21%-93.4pp | -0.04%+25.9pp |
| Employer contribution / active EE | $7,340 | $3,256+125.4% | $4,628+58.6% | $2,405+205.2% |
| Participant deferral / active EE | $0 | $6,174-100.0% | $6,426-100.0% | $3,739-100.0% |
| Admin fee / account holder | $115 | $95+22.0% | $9,284-98.8% | $102+12.8% |