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| Provider | Service type | Compensation |
|---|---|---|
ICAPITAL, LLC1 year Service code 26 · EIN 76-0708798 | Advisory (Participants) | $60,997 |
ALERUS FINANCIAL, N.A.1 year Service code 15 · EIN 45-6062081 | Recordkeeping | $29,605 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $287,520 | $225,748+27.4% | $136,298+110.9% | - |
| Participation rate | 99.0% | 69.2%+29.7pp | 81.9%+17.1pp | - |
| Annual return | 17.80% | 13.52%+4.3pp | 5156.27%-5138.5pp | - |
| Employer contribution / active EE | $20,835 | $3,134+564.7% | $4,696+343.7% | - |
| Participant deferral / active EE | $11,353 | $4,803+136.4% | $6,247+81.7% | - |
| Admin fee / account holder | $731 | $10,864-93.3% | $9,244-92.1% | - |