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 |
|---|---|---|
ALERUS FINANCIAL, N.A.1 year Filed as: ALERUS Service code 10 120 SOUTH 6TH STREET · MINNEAPOLIS, MN 55402 | Accounting | $28,425 |
Filed as: CHARTWELL Service code 34 10900 WAYZATA BOULEVARD · MINNETONKA, MN 553055574 | Valuation (appraisals, etc.) | $14,102 |
BANKERS TRUST COMPANY2 years Filed as: BANKERS TRUST CO OF SOUTH DAKOTA Service code 21 5032 S. BUR OAKE PL · SIOUX FALLS, SD 57108 | Bank Trustee | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,738 | $84,236-67.1% | $170,435-83.7% | $70,126-60.4% |
| Participation rate | 90.3% | 70.8%+19.5pp | 83.6%+6.7pp | 69.5%+20.8pp |
| Annual return | 7.07% | 23.06%-16.0pp | 205.94%-198.9pp | 73.15%-66.1pp |
| Employer contribution / active EE | $2,530 | $3,387-25.3% | $5,432-53.4% | $2,343+8.0% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $238 | $5,698-95.8% | $13,881-98.3% | $4,645-94.9% |