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| Provider | Service type | Compensation |
|---|---|---|
ALERUS FINANCIAL, N.A.3+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $21,422 |
NFP RETIREMENT INC3+ years Filed as: NFP SECURITIES INC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $16,955 |
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 | $36,037 | $46,173-22.0% | $170,435-78.9% | $69,631-48.2% |
| Participation rate | 44.7% | 63.9%-19.2pp | 83.6%-38.9pp | 70.7%-26.0pp |
| Annual return | 20.65% | 21.62%-1.0pp | 205.94%-185.3pp | 27571.02%-27550.4pp |
| Employer contribution / active EE | $324 | $1,610-79.9% | $5,432-94.0% | $2,032-84.1% |
| Participant deferral / active EE | $1,640 | $2,080-21.1% | $4,939-66.8% | $3,224-49.1% |
| Admin fee / account holder | $185 | $116+59.1% | $13,881-98.7% | $110+67.1% |