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| Provider | Service type | Compensation |
|---|---|---|
ALERUS FINANCIAL, N.A.1 year Service code 15 · EIN 45-6062081 | Recordkeeping | $11,390 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,304 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $390 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,512 | $60,165-70.9% | $74,184-76.4% | $55,167-68.3% |
| Participation rate | 69.5% | 74.2%-4.7pp | 76.6%-7.1pp | 69.0%+0.5pp |
| Annual return | 7.17% | 10.00%-2.8pp | 17.74%-10.6pp | 169.23%-162.1pp |
| Employer contribution / active EE | $282 | $1,600-82.4% | $2,370-88.1% | $1,963-85.7% |
| Participant deferral / active EE | $1,391 | $2,973-53.2% | $3,550-60.8% | $3,054-54.4% |
| Admin fee / account holder | $135 | $419-67.9% | $5,586-97.6% | $504-73.3% |