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| Provider | Service type | Compensation |
|---|---|---|
ALERUS FINANCIAL, N.A.10+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $78,692 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,974 | $38,165+49.3% | $189,758-70.0% | $69,255-17.7% |
| Participation rate | 87.9% | 66.7%+21.2pp | 79.8%+8.1pp | 69.0%+18.9pp |
| Annual return | 13.52% | 14.65%-1.1pp | 52.62%-39.1pp | 26.73%-13.2pp |
| Employer contribution / active EE | $1,547 | $1,589-2.6% | $4,767-67.5% | $2,645-41.5% |
| Participant deferral / active EE | $3,127 | $2,073+50.8% | $5,856-46.6% | $2,890+8.2% |
| Admin fee / account holder | $107 | $714-85.0% | $20,388-99.5% | $733-85.4% |