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| Provider | Service type | Compensation |
|---|---|---|
Filed as: INTELLICENTS INC. Service code 26 · EIN 41-1471080 | Advisory (Participants) | $22,102 |
ALERUS FINANCIAL, N.A.1 year Service code 15 · EIN 45-6062081 | Recordkeeping | $16,785 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,937 | $62,177+31.8% | $81,370+0.7% | $74,478+10.0% |
| Participation rate | 97.7% | 64.1%+33.6pp | 69.5%+28.2pp | 67.2%+30.5pp |
| Annual return | 13.76% | 16.62%-2.9pp | 24.85%-11.1pp | 1370.56%-1356.8pp |
| Employer contribution / active EE | $2,738 | $1,881+45.6% | $2,464+11.1% | $2,626+4.3% |
| Participant deferral / active EE | $4,297 | $3,219+33.5% | $3,885+10.6% | $4,350-1.2% |
| Admin fee / account holder | $122 | $1,927-93.7% | $5,749-97.9% | $1,946-93.8% |