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| Provider | Service type | Compensation |
|---|---|---|
ALERUS FINANCIAL, N.A.7 years Service code 15 · EIN 45-6062081 | Recordkeeping | $37,893 |
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 | $24,329 | $64,176-62.1% | $112,249-78.3% | $66,938-63.7% |
| Participation rate | 97.5% | 68.4%+29.1pp | 75.1%+22.4pp | 69.8%+27.7pp |
| Annual return | -17.26% | -13.80%-3.5pp | 27.48%-44.7pp | 1.58%-18.8pp |
| Employer contribution / active EE | $2,047 | $3,007-31.9% | $3,636-43.7% | $2,545-19.6% |
| Participant deferral / active EE | $4,082 | $3,694+10.5% | $4,729-13.7% | $4,238-3.7% |
| Admin fee / account holder | $124 | $626-80.2% | $6,412-98.1% | $594-79.1% |