Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ALERUS FINANCIAL, N.A.4 years Service code 15 · EIN 45-6062081 | Recordkeeping | $3,131 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,525 | $55,446+158.9% | $155,574-7.7% | $74,429+92.8% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 23.89% | 269.20%-245.3pp | 64.87%-41.0pp | 1368.38%-1344.5pp |
| Employer contribution / active EE | $7,676 | $2,266+238.7% | $4,676+64.2% | $2,625+192.5% |
| Participant deferral / active EE | $5,681 | $2,836+100.3% | $5,629+0.9% | $4,348+30.6% |
| Admin fee / account holder | $18 | $1,743-98.9% | $15,914-99.9% | $1,944-99.1% |