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| Provider | Service type | Compensation |
|---|---|---|
ALERUS FINANCIAL, N.A.1+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $35,426 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $38,048 | $46,360-17.9% | $147,617-74.2% | $52,331-27.3% |
| Participation rate | 93.0% | 64.9%+28.1pp | 84.6%+8.4pp | 68.1%+24.9pp |
| Annual return | -2.54% | 1.62%-4.2pp | 61.98%-64.5pp | 4.54%-7.1pp |
| Employer contribution / active EE | $1,913 | $2,126-10.0% | $5,564-65.6% | $1,882+1.6% |
| Participant deferral / active EE | $3,096 | $2,258+37.1% | $4,895-36.8% | $3,022+2.4% |
| Admin fee / account holder | $180 | $766-76.5% | $11,612-98.5% | $592-69.6% |