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| Provider | Service type | Compensation |
|---|---|---|
ALERUS FINANCIAL, N.A.9+ years Filed as: ALERUS FINANCIAL, N.A Service code 15 · EIN 45-6062081 401 DEMERS AVENUE · GRAND FORKS, ND 58201 | Recordkeeping | $15,584 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,554 | $91,474-57.9% | $135,982-71.6% | $71,529-46.1% |
| Participation rate | 84.4% | 75.7%+8.7pp | 81.9%+2.4pp | 67.9%+16.4pp |
| Annual return | 22.88% | 29.89%-7.0pp | 68.32%-45.4pp | 28.97%-6.1pp |
| Employer contribution / active EE | $2,524 | $3,705-31.9% | $4,859-48.1% | $2,590-2.5% |
| Participant deferral / active EE | $3,507 | $7,095-50.6% | $7,760-54.8% | $4,291-18.3% |
| Admin fee / account holder | $45 | $1,267-96.4% | $10,767-99.6% | $1,588-97.2% |