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| Provider | Service type | Compensation |
|---|---|---|
BAM ADVISOR SERVICES1 year Service code 26 · EIN 20-8307105 | Advisory (Participants) | $120,493 |
ALERUS FINANCIAL, N.A.1 year Service code 15 · EIN 45-6062081 | Recordkeeping | $67,104 |
TANNER LLC1 year Filed as: TANNER, LLC. Service code 10 · EIN 20-2253063 | Accounting | $14,099 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $251,643 | $80,753+211.6% | $136,294+84.6% | $62,292+304.0% |
| Participation rate | 93.7% | 73.5%+20.2pp | 81.9%+11.8pp | 69.5%+24.2pp |
| Annual return | 14.63% | 35.83%-21.2pp | 5155.94%-5141.3pp | 28.90%-14.3pp |
| Employer contribution / active EE | $12,834 | $2,884+345.1% | $4,695+173.3% | $2,042+528.4% |
| Participant deferral / active EE | $9,808 | $5,164+89.9% | $6,247+57.0% | $3,169+209.5% |
| Admin fee / account holder | $735 | $525+39.8% | $9,243-92.1% | $479+53.3% |