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| Provider | Service type | Compensation |
|---|---|---|
ALERUS FINANCIAL, N.A.5+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $23,265 |
MIDWEST CAPITAL ADVISORS, LLC5+ years Service code 26 · EIN 11-3673048 | Advisory (Participants) | $21,080 |
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 | $18,682 | $62,928-70.3% | $172,755-89.2% | $67,579-72.4% |
| Participation rate | 59.6% | 64.5%-4.8pp | 82.6%-23.0pp | 71.3%-11.6pp |
| Annual return | 22.18% | 30.36%-8.2pp | 802.94%-780.8pp | 378.56%-356.4pp |
| Employer contribution / active EE | $331 | $1,636-79.8% | $5,144-93.6% | $2,148-84.6% |
| Participant deferral / active EE | $1,056 | $2,145-50.8% | $5,198-79.7% | $3,539-70.2% |
| Admin fee / account holder | $144 | $167-13.9% | $13,955-99.0% | $142+0.9% |