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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CHARTWELL Service code 34 10900 WAYZATA BOULEVARD · MINNETONKA, MN 553055574 | Valuation (appraisals, etc.); Direct ... | $26,000 |
ALERUS FINANCIAL, N.A.3 years Filed as: ALERUS Service code 21 120 SOUTH 6TH STREET · MINNEAPOLIS, MN 55402 | Bank Trustee | $19,525 |
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 | $17,920 | $52,967-66.2% | $172,753-89.6% | $65,186-72.5% |
| Participation rate | 92.0% | 66.2%+25.8pp | 82.6%+9.4pp | 70.2%+21.8pp |
| Annual return | 8.46% | 30.12%-21.7pp | 803.00%-794.5pp | 29.39%-20.9pp |
| Employer contribution / active EE | $1,488 | $2,190-32.1% | $5,144-71.1% | $2,177-31.6% |
| Participant deferral / active EE | $0 | $2,471-100.0% | $5,198-100.0% | $3,514-100.0% |
| Admin fee / account holder | $204 | $472-56.8% | $13,956-98.5% | $847-75.9% |