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| Provider | Service type | Compensation |
|---|---|---|
ALERUS FINANCIAL, N.A.1+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $8,898 |
INTERACTIVE RETIREMENT SYSTEMS1+ years Filed as: INTERACTIVE RETIREMENT SYSTEMS, LTD Service code 37 · EIN 41-1632187 | Loan Processing | $6,287 |
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 | $25,418 | $54,320-53.2% | $67,652-62.4% | $52,331-51.4% |
| Participation rate | 85.8% | 73.6%+12.2pp | 75.7%+10.2pp | 68.1%+17.7pp |
| Annual return | 1.01% | 6.81%-5.8pp | 6625.40%-6624.4pp | 4.54%-3.5pp |
| Employer contribution / active EE | $1,203 | $1,544-22.1% | $2,266-46.9% | $1,882-36.1% |
| Participant deferral / active EE | $2,095 | $2,950-29.0% | $3,560-41.1% | $3,022-30.7% |
| Admin fee / account holder | $172 | $527-67.3% | $4,821-96.4% | $592-70.9% |