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| Provider | Service type | Compensation |
|---|---|---|
ALERUS FINANCIAL, N.A.2+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $38,559 |
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 | $103,600 | $57,976+78.7% | $63,005+64.4% | $62,293+66.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 12.15% | 17.54%-5.4pp | 87.59%-75.4pp | 28.90%-16.7pp |
| Employer contribution / active EE | $4,488 | $2,415+85.9% | $2,760+62.6% | $2,042+119.8% |
| Participant deferral / active EE | $4,468 | $2,956+51.2% | $3,329+34.2% | $3,169+41.0% |
| Admin fee / account holder | $223 | $276-19.2% | $3,599-93.8% | $479-53.5% |