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 |
|---|---|---|
ALERUS FINANCIAL, N.A.6+ years Filed as: ALERUS TRUST Service code 21 · EIN 45-6062081 | Bank Trustee | $62,500 |
Filed as: TRANSITION FINANCE STRATEGIES LLC Service code 13 · EIN 13-4238973 | Contract Administrator | $55,616 |
STOUT, CAUSEY & HORNING, P.A.6+ years Filed as: STOUT RESIUS ROSS, INC. Service code 34 · EIN 38-3003685 | Valuation (appraisals, etc.) | $39,610 |
KPMG LLP6+ years Service code 10 · EIN 13-5565207 | Accounting | $24,542 |
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 | $184,119 | $120,450+52.9% | $159,495+15.4% | $93,010+98.0% |
| Participation rate | 90.0% | 78.0%+12.0pp | 82.8%+7.1pp | 73.9%+16.1pp |
| Annual return | 9.38% | 27.11%-17.7pp | 263.72%-254.3pp | 158.70%-149.3pp |
| Employer contribution / active EE | $8,219 | $3,526+133.1% | $4,831+70.1% | $2,705+203.8% |
| Participant deferral / active EE | $0 | $7,283-100.0% | $7,354-100.0% | $4,561-100.0% |
| Admin fee / account holder | $120 | $137-12.3% | $10,804-98.9% | $152-21.0% |