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| Provider | Service type | Compensation |
|---|---|---|
JOHN A. KNUTSON & CO., PLLP2 years Service code 10 · EIN 41-0879566 | Accounting | $14,000 |
ALERUS FINANCIAL, N.A.10+ years Filed as: ALERUS INVESTMENT ADVISORS, INC. Service code 27 · EIN 42-1378382 | Advisory (Plan) | $9,021 |
VALUE CONSULTING GROUP8 years Service code 34 2265 WATERS DR · MENDOTA HEIGHTS, MN 55120 | Valuation (appraisals, etc.) | $9,000 |
ALERUS FINANCIAL, N.A.8 years Service code 15 · EIN 45-6062081 | Recordkeeping | $5,890 |
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 | $34,956 | $60,504-42.2% | $81,882-57.3% | $74,478-53.1% |
| Participation rate | 99.5% | 62.9%+36.6pp | 72.4%+27.1pp | 67.2%+32.2pp |
| Annual return | 6.06% | 16.91%-10.8pp | 779.47%-773.4pp | 1370.56%-1364.5pp |
| Employer contribution / active EE | $582 | $2,627-77.8% | $2,916-80.0% | $2,626-77.8% |
| Participant deferral / active EE | $0 | $3,400-100.0% | $4,323-100.0% | $4,350-100.0% |
| Admin fee / account holder | $186 | $1,492-87.5% | $7,360-97.5% | $1,946-90.5% |