Filed August 16, 2018 (most recent of 2 filings on file)
Total covered: 59 employees
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| Provider | Service type | Compensation |
|---|---|---|
ALERUS FINANCIAL, N.A.2+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $57,102 |
COMMONWEALTH FINANCIAL NETWORK2+ years Filed as: COMMONWEALTH EQUITY SERVICES LLP Service code 28 · EIN 04-2675571 | Investment Management | $38,748 |
CLIFTONLARSONALLEN LLP2+ years Filed as: CLIFTON LARSON ALLEN LLP Service code 17 · EIN 41-0746749 | Pension Consulting | $9,640 |
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 | $58,642 | $36,916+58.9% | $156,551-62.5% | $57,658+1.7% |
| Participation rate | 78.5% | 63.4%+15.0pp | 84.0%-5.6pp | 70.2%+8.2pp |
| Annual return | 7.17% | 12.38%-5.2pp | 32.23%-25.1pp | 5.13%+2.0pp |
| Employer contribution / active EE | $2,097 | $1,571+33.5% | $5,501-61.9% | $1,974+6.2% |
| Participant deferral / active EE | $2,499 | $1,926+29.8% | $4,871-48.7% | $3,061-18.3% |
| Admin fee / account holder | $171 | $82+107.3% | $13,028-98.7% | $95+80.9% |