Filed April 23, 2021 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ICAPITAL, LLC11+ years Service code 26 · EIN 76-0708798 | Advisory (Participants) | $47,137 |
ALERUS FINANCIAL, N.A.10+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $1,495 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,801 | $132,049-28.2% | $200,582-52.7% | $74,304+27.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.9%+13.1pp | 60.3%+39.7pp |
| Annual return | 20.34% | 22.22%-1.9pp | 42.33%-22.0pp | 29.43%-9.1pp |
| Employer contribution / active EE | $2,857 | $4,558-37.3% | $6,419-55.5% | $2,241+27.5% |
| Participant deferral / active EE | $5,877 | $7,213-18.5% | $9,331-37.0% | $3,767+56.0% |
| Admin fee / account holder | $257 | $2,405-89.3% | $16,305-98.4% | $2,969-91.3% |