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.8+ years Filed as: ALERUS TRUST Service code 21 · EIN 45-6062081 | Bank Trustee | $50,000 |
STOUT, CAUSEY & HORNING, P.A.8+ years Filed as: STOUT RESIUS ROSS, INC. Service code 34 · EIN 38-3003685 | Valuation (appraisals, etc.) | $42,909 |
KPMG LLP8+ years Service code 10 · EIN 13-5565207 | Accounting | $32,053 |
Filed as: TRANSITION FINANCE STRATEGIES LLC Service code 13 · EIN 13-4238973 | Contract Administrator | $23,634 |
POLSINELLI1 year Filed as: POLSINELLI PC Service code 29 ONE EAST WASHINGTON · PHOENIX, AZ 85004 | Legal | $12,863 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $254,743 | $107,415+137.2% | $135,998+87.3% | $80,187+217.7% |
| Participation rate | 85.6% | 78.0%+7.6pp | 81.9%+3.7pp | 72.9%+12.7pp |
| Annual return | 38.62% | 91.99%-53.4pp | 68.37%-29.8pp | 40.40%-1.8pp |
| Employer contribution / active EE | $8,029 | $3,878+107.0% | $4,860+65.2% | $2,980+169.5% |
| Participant deferral / active EE | $0 | $8,189-100.0% | $7,761-100.0% | $5,016-100.0% |
| Admin fee / account holder | $89 | $127-29.9% | $10,769-99.2% | $145-38.6% |