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| Provider | Service type | Compensation |
|---|---|---|
ALERUS FINANCIAL, N.A.3+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $16,279 |
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 | $22,600 | $37,196-39.2% | $154,108-85.3% | $55,725-59.4% |
| Participation rate | 83.8% | 64.1%+19.7pp | 83.0%+0.8pp | 70.9%+13.0pp |
| Annual return | 10.34% | 1319.68%-1309.3pp | 735.21%-724.9pp | 244.93%-234.6pp |
| Employer contribution / active EE | $1,095 | $1,614-32.2% | $5,298-79.3% | $2,078-47.3% |
| Participant deferral / active EE | $2,215 | $2,068+7.1% | $5,081-56.4% | $3,356-34.0% |
| Admin fee / account holder | $29 | $102-71.8% | $13,411-99.8% | $115-75.1% |