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| Provider | Service type | Compensation |
|---|---|---|
DAILYACCESS CORPORATION2+ years Service code 15 · EIN 63-1156117 | Recordkeeping | $16,091 |
ALERUS FINANCIAL, N.A.1 year Service code 15 · EIN 45-6062081 | Recordkeeping | $12,604 |
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 | $58,657 | $69,305-15.4% | $82,312-28.7% | $69,631-15.8% |
| Participation rate | 94.1% | 80.3%+13.8pp | 76.9%+17.2pp | 70.7%+23.4pp |
| Annual return | 20.83% | 21.47%-0.6pp | 25.88%-5.0pp | 27571.02%-27550.2pp |
| Employer contribution / active EE | $1,778 | $1,887-5.8% | $2,428-26.8% | $2,032-12.5% |
| Participant deferral / active EE | $3,406 | $3,568-4.5% | $3,706-8.1% | $3,224+5.7% |
| Admin fee / account holder | $220 | $97+126.0% | $5,608-96.1% | $110+98.8% |