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| Provider | Service type | Compensation |
|---|---|---|
INTERACTIVE RETIREMENT SYSTEMS1+ years Service code 15 · EIN 41-1632187 | Recordkeeping | $17,254 |
ALERUS FINANCIAL, N.A.1+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $10,304 |
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 | $149,794 | $46,360+223.1% | $147,617+1.5% | $52,331+186.2% |
| Participation rate | 100.0% | 64.9%+35.1pp | 84.6%+15.4pp | 68.1%+31.9pp |
| Annual return | 0.02% | 1.62%-1.6pp | 61.98%-62.0pp | 4.54%-4.5pp |
| Employer contribution / active EE | $9,042 | $2,126+325.3% | $5,564+62.5% | $1,882+380.5% |
| Participant deferral / active EE | $7,442 | $2,258+229.6% | $4,895+52.0% | $3,022+146.2% |
| Admin fee / account holder | $198 | $766-74.1% | $11,612-98.3% | $592-66.5% |