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| Provider | Service type | Compensation |
|---|---|---|
ALERUS FINANCIAL, N.A.3+ years Filed as: ALERUS REVENUE Service code 15 · EIN 45-6062081 | Recordkeeping | $46,915 |
Filed as: NANAVATY, NANAVATY & DAVENPORT LLP Service code 10 123 SOUTH MAIN STREET · NEWTON, CT 06470 | Accounting | $8,200 |
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 | $81,254 | $31,424+158.6% | $81,473-0.3% | $69,631+16.7% |
| Participation rate | 70.2% | 50.8%+19.4pp | 68.0%+2.3pp | 70.7%-0.5pp |
| Annual return | 15.65% | 22.44%-6.8pp | 38.78%-23.1pp | 27571.02%-27555.4pp |
| Employer contribution / active EE | $2,027 | $1,029+96.9% | $2,568-21.1% | $2,032-0.3% |
| Participant deferral / active EE | $6,037 | $1,838+228.4% | $3,537+70.7% | $3,224+87.3% |
| Admin fee / account holder | $168 | $103+63.8% | $4,561-96.3% | $110+52.2% |