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| Provider | Service type | Compensation |
|---|---|---|
VRAKAS S.C.1 year Filed as: VRAKAS SC Service code 10 · EIN 39-1453055 455 SOUTH MOORLAND ROAD · BROOKFIELD, WI 530054254 | Accounting | $19,080 |
ALERUS FINANCIAL, N.A.1 year Filed as: ALERUS Service code 21 · EIN 68-0211255 PO BOX 6001 · GRAND FORKS, ND 582066001 | Bank Trustee | $7,250 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $199,109-100.0% | $173,730-100.0% | $154,746-100.0% |
| Participation rate | 0.0% | 82.8%-82.8pp | 79.6%-79.6pp | 80.7%-80.7pp |
| Annual return | 0.76% | 20.02%-19.3pp | 19.96%-19.2pp | 172.34%-171.6pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $7,113-100.0% | $6,326-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $20,916-100.0% | $17,523-100.0% | $14,365-100.0% |