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| Provider | Service type | Compensation |
|---|---|---|
MIDWEST CAPITAL ADVISORS, LLC4+ years Service code 26 · EIN 11-3673048 | Advisory (Participants) | $21,276 |
ALERUS FINANCIAL, N.A.4+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $19,245 |
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 | $15,850 | $37,196-57.4% | $154,111-89.7% | $55,725-71.6% |
| Participation rate | 69.6% | 64.1%+5.5pp | 83.0%-13.4pp | 70.9%-1.2pp |
| Annual return | -4.60% | 1319.68%-1324.3pp | 735.18%-739.8pp | 244.93%-249.5pp |
| Employer contribution / active EE | $347 | $1,614-78.5% | $5,298-93.5% | $2,078-83.3% |
| Participant deferral / active EE | $1,144 | $2,068-44.7% | $5,081-77.5% | $3,356-65.9% |
| Admin fee / account holder | $121 | $102+19.1% | $13,411-99.1% | $115+5.0% |