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| Provider | Service type | Compensation |
|---|---|---|
ALERUS FINANCIAL, N.A.9 years Service code 15 · EIN 45-6062081 | Recordkeeping | $46,398 |
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 | $33,628 | $80,731-58.3% | $103,378-67.5% | $74,400-54.8% |
| Participation rate | 91.0% | 65.7%+25.3pp | 74.5%+16.4pp | 67.2%+23.7pp |
| Annual return | 12.01% | 27.56%-15.5pp | 24.91%-12.9pp | 1367.51%-1355.5pp |
| Employer contribution / active EE | $2,918 | $3,159-7.6% | $3,870-24.6% | $2,624+11.2% |
| Participant deferral / active EE | $4,433 | $3,862+14.8% | $5,058-12.4% | $4,348+1.9% |
| Admin fee / account holder | $141 | $2,369-94.1% | $8,401-98.3% | $1,944-92.8% |