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| Provider | Service type | Compensation |
|---|---|---|
ALERUS FINANCIAL, N.A.9+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $72,618 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,898 | $50,860+11.9% | $155,574-63.4% | $77,714-26.8% |
| Participation rate | 78.7% | 63.1%+15.6pp | 78.2%+0.5pp | 70.6%+8.1pp |
| Annual return | 15.98% | 34.86%-18.9pp | 64.87%-48.9pp | 31.26%-15.3pp |
| Employer contribution / active EE | $1,396 | $1,991-29.9% | $4,676-70.2% | $2,727-48.8% |
| Participant deferral / active EE | $3,145 | $2,825+11.3% | $5,629-44.1% | $4,649-32.4% |
| Admin fee / account holder | $115 | $436-73.7% | $15,914-99.3% | $433-73.5% |