Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $55,470-31.0% | $155,556-75.4% | $74,478-48.6% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 18.73% | 269.80%-251.1pp | 64.84%-46.1pp | 1370.56%-1351.8pp |
| Employer contribution / active EE | $3,018 | $2,267+33.1% | $4,675-35.5% | $2,626+14.9% |
| Participant deferral / active EE | $4,025 | $2,838+41.8% | $5,631-28.5% | $4,350-7.5% |
| Admin fee / account holder | $133 | $1,744-92.4% | $15,885-99.2% | $1,946-93.2% |