Filed August 16, 2018 (most recent of 2 filings on file)
Total covered: 59 employees
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.5+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $95,637 |
COMMONWEALTH FINANCIAL NETWORK5+ years Filed as: COMMONWEALTH EQUITY SERVICES LLP Service code 28 · EIN 04-2675571 | Investment Management | $48,592 |
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 | $79,045 | $62,928+25.6% | $172,753-54.2% | $67,582+17.0% |
| Participation rate | 79.9% | 64.5%+15.5pp | 82.6%-2.7pp | 71.3%+8.7pp |
| Annual return | 21.75% | 30.36%-8.6pp | 803.00%-781.3pp | 378.57%-356.8pp |
| Employer contribution / active EE | $2,671 | $1,636+63.3% | $5,144-48.1% | $2,148+24.4% |
| Participant deferral / active EE | $3,363 | $2,145+56.8% | $5,198-35.3% | $3,539-5.0% |
| Admin fee / account holder | $179 | $167+7.5% | $13,956-98.7% | $142+25.9% |