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| Provider | Service type | Compensation |
|---|---|---|
PARK CAPITAL MANAGEMENT LLC2+ years Filed as: PARK CAPITAL MANAGEMENT, LLC Service code 26 · EIN 27-0974719 | Advisory (Participants) | $16,931 |
ALERUS FINANCIAL, N.A.2+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $9,814 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,921 | $62,166-18.1% | $81,353-37.4% | $74,459-31.6% |
| Participation rate | 69.8% | 64.1%+5.8pp | 69.5%+0.3pp | 67.2%+2.6pp |
| Annual return | 16.37% | 16.50%-0.1pp | 24.82%-8.5pp | 1369.70%-1353.3pp |
| Employer contribution / active EE | $2,617 | $1,881+39.1% | $2,464+6.2% | $2,626-0.3% |
| Participant deferral / active EE | $5,217 | $3,223+61.9% | $3,885+34.3% | $4,350+20.0% |
| Admin fee / account holder | $197 | $1,925-89.8% | $5,766-96.6% | $1,945-89.9% |