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| Provider | Service type | Compensation |
|---|---|---|
ALERUS FINANCIAL, N.A.5+ years Filed as: ALERUS REVENUE Service code 15 · EIN 45-6062081 | Recordkeeping | $14,629 |
THE ANGELL PENSION GROUP, INC.5+ years Service code 99 · EIN 04-2530412 | Other Fees | $4,542 |
EDWARD JONES2 years Service code 99 · EIN 43-0345811 | Other Fees | $0 |
Service code 10 123 SOUTH MAIN STREET · NEWTOWN, CT 06470 | Accounting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $93,692 | $40,522+131.2% | $84,637+10.7% | $67,582+38.6% |
| Participation rate | 69.8% | 51.1%+18.7pp | 68.2%+1.6pp | 71.3%-1.4pp |
| Annual return | 24.52% | 32.72%-8.2pp | 258.82%-234.3pp | 378.57%-354.0pp |
| Employer contribution / active EE | $2,489 | $1,146+117.1% | $2,653-6.2% | $2,148+15.9% |
| Participant deferral / active EE | $6,168 | $2,132+189.3% | $3,900+58.1% | $3,539+74.3% |
| Admin fee / account holder | $53 | $145-63.6% | $4,914-98.9% | $142-62.8% |