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| Provider | Service type | Compensation |
|---|---|---|
Filed as: INTELLICENTS INC Service code 26 · EIN 41-1471080 | Advisory (Participants) | $14,887 |
ALERUS FINANCIAL, N.A.6+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $9,878 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $651 |
CHARLES SCHWAB & CO., INC.6+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,889 | $55,470-51.5% | $155,556-82.7% | $74,478-63.9% |
| Participation rate | 56.2% | 61.9%-5.7pp | 78.2%-22.1pp | 67.2%-11.1pp |
| Annual return | 13.35% | 269.80%-256.5pp | 64.84%-51.5pp | 1370.56%-1357.2pp |
| Employer contribution / active EE | $1,485 | $2,267-34.5% | $4,675-68.2% | $2,626-43.4% |
| Participant deferral / active EE | $1,691 | $2,838-40.4% | $5,631-70.0% | $4,350-61.1% |
| Admin fee / account holder | $227 | $1,744-87.0% | $15,885-98.6% | $1,946-88.3% |