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| Provider | Service type | Compensation |
|---|---|---|
ALERUS FINANCIAL, N.A.5 years Service code 15 · EIN 45-6062081 | Recordkeeping | $32,351 |
Filed as: INTELLICENTS, INC Service code 26 · EIN 41-1471080 | Advisory (Participants) | $0 |
TD AMERITRADE, INC.6+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $0 |
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 | $28,925 | $69,383-58.3% | $101,275-71.4% | $73,497-60.6% |
| Participation rate | 90.8% | 68.4%+22.4pp | 75.8%+15.0pp | 70.7%+20.1pp |
| Annual return | 14.26% | 18.46%-4.2pp | 46.48%-32.2pp | 28.51%-14.3pp |
| Employer contribution / active EE | $1,202 | $2,628-54.3% | $3,660-67.2% | $2,270-47.0% |
| Participant deferral / active EE | $3,126 | $3,301-5.3% | $4,371-28.5% | $3,740-16.4% |
| Admin fee / account holder | $121 | $704-82.8% | $5,948-98.0% | $513-76.5% |