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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 | $36,002+58.3% | $161,489-64.7% | $64,728-12.0% |
| Participation rate | 87.9% | 57.4%+30.5pp | 78.7%+9.2pp | 57.9%+30.0pp |
| Annual return | 13.52% | 33.93%-20.4pp | 89.72%-76.2pp | 49.38%-35.9pp |
| Employer contribution / active EE | $1,547 | $1,380+12.1% | $4,268-63.8% | $2,243-31.0% |
| Participant deferral / active EE | $3,127 | $1,815+72.3% | $5,630-44.5% | $2,729+14.6% |
| Admin fee / account holder | $107 | $931-88.5% | $16,006-99.3% | $1,145-90.7% |