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| Provider | Service type | Compensation |
|---|---|---|
CAPITAL WEALTH MANAGEMENT1+ years Filed as: CAPITAL WEALTH MANAGEMENT, INC Service code 27 · EIN 65-1226333 | Advisory (Plan) | $23,848 |
ALERUS FINANCIAL, N.A.1+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $8,031 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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.
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 | $25,996 | $57,096-54.5% | $94,229-72.4% | $55,191-52.9% |
| Participation rate | 50.1% | 75.7%-25.5pp | 78.8%-28.6pp | 69.2%-19.0pp |
| Annual return | -0.44% | 159.65%-160.1pp | 10.68%-11.1pp | 10.78%-11.2pp |
| Employer contribution / active EE | $871 | $1,708-49.0% | $3,587-75.7% | $1,899-54.1% |
| Participant deferral / active EE | $1,607 | $3,165-49.2% | $4,320-62.8% | $3,046-47.3% |
| Admin fee / account holder | $159 | $89+77.7% | $6,269-97.5% | $91+74.7% |