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.10+ years Filed as: ALERUS FINANCIAL, N.A Service code 15 · EIN 45-6062081 401 DEMERS AVENUE · GRAND FORKS, ND 58201 | Recordkeeping | $16,929 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,472 | $101,499-57.2% | $147,005-70.4% | $74,546-41.7% |
| Participation rate | 91.3% | 75.5%+15.8pp | 82.2%+9.2pp | 67.2%+24.1pp |
| Annual return | 22.84% | 8732.34%-8709.5pp | 418.76%-395.9pp | 1366.03%-1343.2pp |
| Employer contribution / active EE | $3,172 | $3,811-16.8% | $4,934-35.7% | $2,624+20.9% |
| Participant deferral / active EE | $4,059 | $7,304-44.4% | $8,070-49.7% | $4,347-6.6% |
| Admin fee / account holder | $52 | $1,748-97.0% | $13,006-99.6% | $1,944-97.3% |