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 | $95,742 |
ALERUS FINANCIAL, N.A.4+ years Filed as: ALERUS TRUST Service code 21 · EIN 45-6062081 | Bank Trustee | $50,000 |
STOUT, CAUSEY & HORNING, P.A.4+ years Filed as: STOUT RESIUS ROSS, INC. Service code 34 · EIN 38-3003685 | Valuation (appraisals, etc.) | $38,532 |
KPMG LLP4+ years Service code 10 · EIN 13-5565207 | Accounting | $23,733 |
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 | $167,782 | $101,523+65.3% | $141,200+18.8% | $77,775+115.7% |
| Participation rate | 84.8% | 77.4%+7.5pp | 82.5%+2.4pp | 73.2%+11.6pp |
| Annual return | 10.88% | 56.22%-45.3pp | 71.41%-60.5pp | 32.58%-21.7pp |
| Employer contribution / active EE | $7,226 | $3,341+116.3% | $4,736+52.6% | $2,504+188.6% |
| Participant deferral / active EE | $0 | $6,434-100.0% | $6,710-100.0% | $3,966-100.0% |
| Admin fee / account holder | $159 | $92+73.2% | $10,265-98.5% | $100+58.4% |