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| Provider | Service type | Compensation |
|---|---|---|
ALERUS FINANCIAL, N.A.6 years Service code 15 · EIN 45-6062081 | Recordkeeping | $35,078 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,918 | $61,391-48.0% | $149,723-78.7% | $71,529-55.4% |
| Participation rate | 96.0% | 62.5%+33.5pp | 78.8%+17.2pp | 67.9%+28.1pp |
| Annual return | 15.88% | 35.88%-20.0pp | 134.50%-118.6pp | 28.97%-13.1pp |
| Employer contribution / active EE | $1,165 | $2,384-51.1% | $4,821-75.8% | $2,590-55.0% |
| Participant deferral / active EE | $3,963 | $2,921+35.7% | $5,682-30.3% | $4,291-7.6% |
| Admin fee / account holder | $210 | $1,264-83.4% | $13,215-98.4% | $1,588-86.8% |