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 Service code 15 · EIN 45-6062081 | Recordkeeping | $52,416 |
HAYS FINANCIAL GROUP2+ years Filed as: HAYS BENEFIT GROUP Service code 33 · EIN 41-1784898 | Securities brokerage | $25,704 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTONLARSONALLEN, LLP Service code 10 · EIN 41-0746749 | Accounting | $8,024 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,860 | $42,582-67.5% | $171,082-91.9% | $57,658-76.0% |
| Participation rate | 86.4% | 63.9%+22.5pp | 76.7%+9.7pp | 70.2%+16.1pp |
| Annual return | 9.87% | 308.67%-298.8pp | 32.56%-22.7pp | 5.13%+4.7pp |
| Employer contribution / active EE | $584 | $1,306-55.3% | $4,002-85.4% | $1,974-70.4% |
| Participant deferral / active EE | $1,923 | $2,933-34.4% | $4,797-59.9% | $3,061-37.2% |
| Admin fee / account holder | $103 | $82+25.1% | $8,520-98.8% | $95+9.0% |