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| Provider | Service type | Compensation |
|---|---|---|
ALERUS FINANCIAL, N.A.2 years Filed as: ALERUS FINANCIAL NA Service code 26 · EIN 45-0140105 | Advisory (Participants) | $12,402 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 33 · EIN 47-1411118 | Securities brokerage | $7,962 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,279 | $55,472-31.0% | $155,567-75.4% | $74,546-48.6% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 18.73% | 268.72%-250.0pp | 64.74%-46.0pp | 1366.03%-1347.3pp |
| Employer contribution / active EE | $3,018 | $2,269+33.0% | $4,674-35.4% | $2,624+15.0% |
| Participant deferral / active EE | $4,025 | $2,838+41.8% | $5,628-28.5% | $4,347-7.4% |
| Admin fee / account holder | $133 | $1,743-92.4% | $15,916-99.2% | $1,944-93.2% |