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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 | $46,464+22.6% | $150,298-62.1% | $79,634-28.5% |
| Participation rate | 87.9% | 57.0%+31.0pp | 77.8%+10.2pp | 62.5%+25.4pp |
| Annual return | 13.52% | 27.89%-14.4pp | 62.79%-49.3pp | 36.46%-22.9pp |
| Employer contribution / active EE | $1,547 | $1,512+2.4% | $4,154-62.8% | $2,529-38.8% |
| Participant deferral / active EE | $3,127 | $2,157+45.0% | $5,453-42.7% | $3,835-18.5% |
| Admin fee / account holder | $107 | $891-88.0% | $14,116-99.2% | $1,002-89.3% |