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| Provider | Service type | Compensation |
|---|---|---|
MIDWEST CAPITAL ADVISORS, LLC3+ years Service code 26 · EIN 11-3673048 | Advisory (Participants) | $18,398 |
ALERUS FINANCIAL, N.A.3+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $17,335 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $17,532 | $46,173-62.0% | $170,435-89.7% | $69,631-74.8% |
| Participation rate | 67.6% | 63.9%+3.7pp | 83.6%-16.0pp | 70.7%-3.1pp |
| Annual return | 15.45% | 21.62%-6.2pp | 205.94%-190.5pp | 27571.02%-27555.6pp |
| Employer contribution / active EE | $344 | $1,610-78.7% | $5,432-93.7% | $2,032-83.1% |
| Participant deferral / active EE | $1,096 | $2,080-47.3% | $4,939-77.8% | $3,224-66.0% |
| Admin fee / account holder | $107 | $116-7.4% | $13,881-99.2% | $110-2.7% |