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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CHARTWELL Service code 34 10900 WAYZATA BOULEVARD · MINNETONKA, MN 553055574 | Direct payment from the plan; Valuati... | $20,113 |
ALERUS FINANCIAL, N.A.4 years Filed as: ALERUS Service code 21 120 SOUTH 6TH STREET · MINNEAPOLIS, MN 55402 | Bank Trustee | $13,500 |
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 | $26,552 | $58,895-54.9% | $178,503-85.1% | $73,497-63.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 48.59% | 24.86%+23.7pp | 151.12%-102.5pp | 28.51%+20.1pp |
| Employer contribution / active EE | $3,155 | $2,236+41.1% | $5,011-37.0% | $2,270+39.0% |
| Participant deferral / active EE | $0 | $2,567-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $157 | $400-60.8% | $13,987-98.9% | $513-69.4% |