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.3+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $62,809 |
COMMONWEALTH FINANCIAL NETWORK3+ years Filed as: COMMONWEALTH EQUITY SERVICES LLP Service code 28 · EIN 04-2675571 | Investment Management | $38,532 |
CLIFTONLARSONALLEN LLP3+ years Filed as: CLIFTON LARSON ALLEN LLP Service code 17 · EIN 41-0746749 | Pension Consulting | $6,773 |
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 | $76,380 | $46,173+65.4% | $170,435-55.2% | $69,631+9.7% |
| Participation rate | 74.6% | 63.9%+10.7pp | 83.6%-9.0pp | 70.7%+3.9pp |
| Annual return | 45.59% | 21.62%+24.0pp | 205.94%-160.4pp | 27571.02%-27525.4pp |
| Employer contribution / active EE | $2,279 | $1,610+41.6% | $5,432-58.1% | $2,032+12.1% |
| Participant deferral / active EE | $2,740 | $2,080+31.7% | $4,939-44.5% | $3,224-15.0% |
| Admin fee / account holder | $156 | $116+34.1% | $13,881-98.9% | $110+40.9% |