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 | $112,776 |
STOUT, CAUSEY & HORNING, P.A.9+ years Filed as: STOUT RESIUS ROSS, INC. Service code 34 · EIN 38-3003685 | Valuation (appraisals, etc.) | $92,878 |
ALERUS FINANCIAL, N.A.9+ years Filed as: ALERUS TRUST Service code 21 · EIN 45-6062081 | Bank Trustee | $50,000 |
KPMG LLP9+ years Service code 10 · EIN 13-5565207 | Accounting | $44,933 |
POLSINELLI2 years Filed as: POLSINELLI PC Service code 29 ONE EAST WASHINGTON · PHOENIX, AZ 85004 | Legal | $8,226 |
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 | $289,315 | $122,128+136.9% | $147,117+96.7% | $200,096+44.6% |
| Participation rate | 88.1% | 78.2%+9.9pp | 82.2%+5.9pp | 72.0%+16.1pp |
| Annual return | 29.81% | 30.58%-0.8pp | 420.54%-390.7pp | 34.26%-4.5pp |
| Employer contribution / active EE | $8,959 | $4,093+118.9% | $4,932+81.6% | $3,038+194.9% |
| Participant deferral / active EE | $0 | $8,484-100.0% | $8,065-100.0% | $5,090-100.0% |
| Admin fee / account holder | $148 | $180-17.8% | $12,993-98.9% | $269-45.2% |