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 | $63,369 |
STOUT, CAUSEY & HORNING, P.A.5+ years Filed as: STOUT RESIUS ROSS, INC. Service code 34 · EIN 38-3003685 | Valuation (appraisals, etc.) | $40,979 |
ALERUS FINANCIAL, N.A.5+ years Filed as: ALERUS TRUST Service code 21 · EIN 45-6062081 | Bank Trustee | $37,977 |
KPMG LLP5+ years Service code 10 · EIN 13-5565207 | Accounting | $28,630 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,641 | $127,481+41.7% | $149,751+20.6% | $90,274+100.1% |
| Participation rate | 88.9% | 78.2%+10.7pp | 82.5%+6.4pp | 73.4%+15.6pp |
| Annual return | 17.73% | 57.78%-40.0pp | 276.71%-259.0pp | 53.97%-36.2pp |
| Employer contribution / active EE | $7,731 | $3,448+124.2% | $4,646+66.4% | $2,523+206.4% |
| Participant deferral / active EE | $0 | $6,975-100.0% | $6,843-100.0% | $4,231-100.0% |
| Admin fee / account holder | $118 | $152-22.0% | $9,312-98.7% | $114+3.8% |