Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $62,166+31.8% | $81,286+0.8% | $74,429+10.1% |
| Participation rate | 97.7% | 64.1%+33.6pp | 69.5%+28.2pp | 67.2%+30.5pp |
| Annual return | 13.76% | 16.50%-2.7pp | 24.80%-11.0pp | 1368.38%-1354.6pp |
| Employer contribution / active EE | $2,738 | $1,881+45.6% | $2,463+11.2% | $2,625+4.3% |
| Participant deferral / active EE | $4,297 | $3,223+33.3% | $3,883+10.7% | $4,348-1.2% |
| Admin fee / account holder | $122 | $1,925-93.7% | $5,764-97.9% | $1,944-93.7% |