Filed February 6, 1998
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
E2 RETIREMENT CONSULTING2 years Service code 26 · EIN 47-2442228 | Advisory (Participants) | $19,907 |
ALERUS FINANCIAL, N.A.3+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $11,215 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $52,970 | $64,909-18.4% | $82,312-35.6% | $62,293-15.0% |
| Participation rate | 90.9% | 74.9%+16.0pp | 76.9%+14.0pp | 69.5%+21.4pp |
| Annual return | 18.72% | 21.18%-2.5pp | 25.88%-7.2pp | 28.90%-10.2pp |
| Employer contribution / active EE | $595 | $1,676-64.5% | $2,428-75.5% | $2,042-70.8% |
| Participant deferral / active EE | $3,044 | $3,103-1.9% | $3,706-17.9% | $3,169-4.0% |
| Admin fee / account holder | $162 | $440-63.1% | $5,608-97.1% | $479-66.2% |