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.6+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $108,207 |
COMMONWEALTH FINANCIAL NETWORK6+ years Filed as: COMMONWEALTH EQUITY SERVICES LLP Service code 28 · EIN 04-2675571 | Investment Management | $53,665 |
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 | $87,765 | $52,293+67.8% | $178,503-50.8% | $73,412+19.6% |
| Participation rate | 80.8% | 65.3%+15.5pp | 81.9%-1.1pp | 72.2%+8.6pp |
| Annual return | 14.80% | 34.75%-20.0pp | 151.12%-136.3pp | 59.30%-44.5pp |
| Employer contribution / active EE | $2,752 | $1,736+58.5% | $5,011-45.1% | $2,234+23.2% |
| Participant deferral / active EE | $3,387 | $2,333+45.1% | $5,202-34.9% | $3,806-11.0% |
| Admin fee / account holder | $196 | $127+54.1% | $13,987-98.6% | $158+24.3% |