Filed April 15, 1991
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
ALERUS FINANCIAL, N.A.10+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $58,459 |
EVEREST CONSULTANTS1 year Filed as: EVEREST CONSULTING LLC Service code 28 · EIN 16-1526768 | Investment Management | $21,479 |
GOOD LIFE ADVISORS, LLC5 years Filed as: GOOD LIFE ADVISORS Service code 28 · EIN 47-3999292 | Investment Management | $10,908 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,279 | $89,123-53.7% | $102,460-59.7% | $77,762-46.9% |
| Participation rate | 87.0% | 80.9%+6.1pp | 76.5%+10.5pp | 70.6%+16.4pp |
| Annual return | 14.53% | 25.05%-10.5pp | 29.47%-14.9pp | 31.27%-16.7pp |
| Employer contribution / active EE | $1,516 | $2,700-43.9% | $3,025-49.9% | $2,728-44.4% |
| Participant deferral / active EE | $3,131 | $5,148-39.2% | $5,056-38.1% | $4,651-32.7% |
| Admin fee / account holder | $324 | $236+37.2% | $9,460-96.6% | $433-25.3% |