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| Provider | Service type | Compensation |
|---|---|---|
Filed as: INTELLICENTS INC Service code 26 · EIN 41-1471080 | Advisory (Participants) | $20,097 |
ALERUS FINANCIAL, N.A.1 year Service code 15 · EIN 45-6062081 | Recordkeeping | $9,807 |
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 | $37,632 | $52,884-28.8% | $84,753-55.6% | $55,167-31.8% |
| Participation rate | 96.4% | 67.5%+28.9pp | 76.6%+19.8pp | 69.0%+27.4pp |
| Annual return | 6.27% | 18.03%-11.8pp | 22.78%-16.5pp | 169.23%-163.0pp |
| Employer contribution / active EE | $2,546 | $2,233+14.0% | $3,574-28.8% | $1,963+29.7% |
| Participant deferral / active EE | $2,537 | $2,644-4.0% | $3,712-31.7% | $3,054-16.9% |
| Admin fee / account holder | $186 | $581-68.0% | $5,333-96.5% | $504-63.1% |