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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1+ years Service code 27 · EIN 95-2834236 | Advisory (Plan) | $3,226 |
ALERUS FINANCIAL, N.A.1+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $26,553 | $52,467-49.4% | $57,196-53.6% | $55,167-51.9% |
| Participation rate | 24.8% | 75.8%-51.0pp | 75.3%-50.5pp | 69.0%-44.2pp |
| Annual return | 2.95% | 7.72%-4.8pp | 14.59%-11.6pp | 169.23%-166.3pp |
| Employer contribution / active EE | $0 | $2,477-100.0% | $2,683-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $576 | $2,830-79.7% | $3,096-81.4% | $3,054-81.2% |
| Admin fee / account holder | $88 | $269-67.2% | $3,141-97.2% | $504-82.5% |