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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES Service code 63 | 12b-1 Fees | $13,217 |
ALERUS FINANCIAL, N.A.1 year Filed as: ALERUS FINANCIAL Service code 15 | Recordkeeping | $3,958 |
Annual investment return 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,254 | $80,753-71.2% | $136,294-82.9% | $62,292-62.7% |
| Participation rate | 77.6% | 73.5%+4.1pp | 81.9%-4.3pp | 69.5%+8.1pp |
| Annual return | 12.86% | 35.83%-23.0pp | 5155.94%-5143.1pp | 28.90%-16.0pp |
| Employer contribution / active EE | $2,168 | $2,884-24.8% | $4,695-53.8% | $2,042+6.2% |
| Participant deferral / active EE | $3,416 | $5,164-33.8% | $6,247-45.3% | $3,169+7.8% |
| Admin fee / account holder | $120 | $525-77.2% | $9,243-98.7% | $479-75.0% |