Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ALERUS FINANCIAL, N.A.6 years Service code 15 · EIN 45-6062081 | Recordkeeping | $81,313 |
HARBOUR INVESTMENTS INC2 years Service code 26 · EIN 39-1571149 | Advisory (Participants) | $4,260 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,832 | $72,303-7.6% | $86,698-22.9% | $64,824+3.1% |
| Participation rate | 89.8% | 80.4%+9.4pp | 76.6%+13.2pp | 71.5%+18.3pp |
| Annual return | -12.97% | 392.77%-405.7pp | 35.96%-48.9pp | 32.84%-45.8pp |
| Employer contribution / active EE | $2,135 | $2,393-10.8% | $2,837-24.8% | $2,507-14.9% |
| Participant deferral / active EE | $5,212 | $4,660+11.9% | $4,656+11.9% | $4,311+20.9% |
| Admin fee / account holder | $214 | $174+23.3% | $7,492-97.1% | $188+14.2% |