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| Provider | Service type | Compensation |
|---|---|---|
ALERUS FINANCIAL, N.A.4 years Service code 15 · EIN 45-6062081 | Recordkeeping | $22,655 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,969 | $61,166-47.7% | $185,849-82.8% | $79,391-59.7% |
| Participation rate | 95.0% | 66.6%+28.4pp | 81.7%+13.3pp | 70.7%+24.3pp |
| Annual return | 20.45% | 19.45%+1.0pp | 122.10%-101.7pp | 116.88%-96.4pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,169-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $3,479 | $2,789+24.8% | $5,569-37.5% | $4,046-14.0% |
| Admin fee / account holder | $128 | $710-82.0% | $16,244-99.2% | $627-79.6% |