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.1 year Service code 15 · EIN 45-6062081 | Recordkeeping | $10,334 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,956 | $60,393-35.5% | $81,820-52.4% | $74,429-47.7% |
| Participation rate | 100.0% | 62.9%+37.1pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 13.79% | 16.89%-3.1pp | 777.93%-764.1pp | 1368.38%-1354.6pp |
| Employer contribution / active EE | $3,318 | $2,626+26.3% | $2,915+13.8% | $2,625+26.4% |
| Participant deferral / active EE | $4,157 | $3,397+22.4% | $4,323-3.8% | $4,348-4.4% |
| Admin fee / account holder | $81 | $1,491-94.6% | $7,391-98.9% | $1,944-95.8% |