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| Provider | Service type | Compensation |
|---|---|---|
ALERUS FINANCIAL, N.A.6 years Service code 15 · EIN 45-6062081 | Recordkeeping | $37,568 |
Filed as: INTELLICENTS, INC Service code 26 · EIN 41-1471080 | Advisory (Participants) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,270 | $77,670-62.3% | $109,163-73.2% | $79,393-63.1% |
| Participation rate | 94.8% | 67.8%+27.0pp | 75.9%+18.9pp | 70.7%+24.1pp |
| Annual return | 13.32% | 23.44%-10.1pp | 25.75%-12.4pp | 116.87%-103.6pp |
| Employer contribution / active EE | $1,602 | $2,798-42.8% | $3,723-57.0% | $2,428-34.0% |
| Participant deferral / active EE | $3,575 | $3,518+1.6% | $4,654-23.2% | $4,046-11.6% |
| Admin fee / account holder | $134 | $732-81.7% | $6,754-98.0% | $627-78.6% |