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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3+ years Service code 27 · EIN 95-2834236 | Advisory (Plan) | $4,144 |
ALERUS FINANCIAL, N.A.3+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $602 |
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 | $39,828 | $43,344-8.1% | $59,899-33.5% | $64,173-37.9% |
| Participation rate | 32.3% | 69.2%-36.9pp | 74.7%-42.4pp | 69.6%-37.3pp |
| Annual return | 10.30% | -1.55%+11.9pp | 3.46%+6.8pp | 7.63%+2.7pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,004 | $2,547-60.6% | $3,402-70.5% | $3,470-71.1% |
| Admin fee / account holder | $128 | $3,008-95.7% | $3,592-96.4% | $4,887-97.4% |