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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1+ years Filed as: NFP SECURITIES INC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $11,941 |
ALERUS FINANCIAL, N.A.1+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $1,605 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,253 | $37,117-15.8% | $147,617-78.8% | $55,191-43.4% |
| Participation rate | 38.8% | 63.6%-24.8pp | 84.6%-45.8pp | 69.2%-30.4pp |
| Annual return | -0.13% | 3.44%-3.6pp | 61.98%-62.1pp | 10.78%-10.9pp |
| Employer contribution / active EE | $234 | $1,620-85.6% | $5,564-95.8% | $1,899-87.7% |
| Participant deferral / active EE | $1,111 | $1,985-44.0% | $4,895-77.3% | $3,046-63.5% |
| Admin fee / account holder | $88 | $86+3.4% | $11,612-99.2% | $91-2.6% |