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| Provider | Service type | Compensation |
|---|---|---|
ALERUS FINANCIAL, N.A.1 year Filed as: ALERUS FINANCIAL NA Service code 26 · EIN 45-0140105 | Advisory (Participants) | $12,148 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 33 · EIN 47-1411118 | Securities brokerage | $7,731 |
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 | $34,992 | $61,356-43.0% | $149,696-76.6% | $71,511-51.1% |
| Participation rate | 96.2% | 62.5%+33.7pp | 78.8%+17.4pp | 67.9%+28.3pp |
| Annual return | 17.82% | 35.86%-18.0pp | 134.46%-116.6pp | 28.86%-11.0pp |
| Employer contribution / active EE | $2,210 | $2,382-7.2% | $4,821-54.2% | $2,589-14.6% |
| Participant deferral / active EE | $3,752 | $2,920+28.5% | $5,682-34.0% | $4,291-12.6% |
| Admin fee / account holder | $141 | $1,263-88.8% | $13,212-98.9% | $1,588-91.1% |