Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ALERUS FINANCIAL, N.A.8+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $24,167 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,992 | $50,199+190.8% | $69,884+108.9% | $66,938+118.1% |
| Participation rate | 95.0% | 66.3%+28.6pp | 70.5%+24.5pp | 69.8%+25.1pp |
| Annual return | -17.30% | -13.85%-3.5pp | 190.81%-208.1pp | 1.58%-18.9pp |
| Employer contribution / active EE | $5,239 | $1,864+181.1% | $2,560+104.6% | $2,545+105.8% |
| Participant deferral / active EE | $9,738 | $3,112+212.9% | $3,848+153.1% | $4,238+129.8% |
| Admin fee / account holder | $157 | $600-73.9% | $6,266-97.5% | $594-73.6% |