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| Provider | Service type | Compensation |
|---|---|---|
ALERUS FINANCIAL, N.A.2+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $11,409 |
CHESME CAPITAL MANAGEMENT2+ years Service code 26 · EIN 20-0061957 | Advisory (Participants) | $2,734 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,060 | $31,679-77.7% | $74,701-90.5% | $65,185-89.2% |
| Participation rate | 70.6% | 40.4%+30.2pp | 54.5%+16.1pp | 70.2%+0.4pp |
| Annual return | 17.69% | 39.04%-21.3pp | 752.92%-735.2pp | 29.38%-11.7pp |
| Employer contribution / active EE | $0 | $566-100.0% | $1,084-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,022 | $1,191-14.2% | $1,964-47.9% | $3,514-70.9% |
| Admin fee / account holder | $149 | $379-60.7% | $3,333-95.5% | $847-82.4% |