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| Provider | Service type | Compensation |
|---|---|---|
ALERUS FINANCIAL, N.A.3+ years Filed as: ALERUS INVESTMENT ADVISORS, INC. Service code 27 · EIN 42-1378382 | Advisory (Plan) | $10,428 |
VALUE CONSULTING GROUP1 year Service code 34 2265 WATERS DR · MENDOTA HEIGHTS, MN 55120 | Valuation (appraisals, etc.) | $10,027 |
HOLMGREN-BALSTER, LTD3+ years Service code 10 10627 165TH ST W · LAKEVILLE, MN 55044 | Accounting | $9,736 |
ALERUS FINANCIAL, N.A.1 year Service code 15 · EIN 45-6062081 | Recordkeeping | $5,500 |
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 | $29,458 | $50,637-41.8% | $86,582-66.0% | $62,293-52.7% |
| Participation rate | 98.3% | 67.9%+30.4pp | 73.5%+24.8pp | 69.5%+28.8pp |
| Annual return | 12.05% | 20.80%-8.7pp | 965.08%-953.0pp | 28.90%-16.8pp |
| Employer contribution / active EE | $460 | $2,075-77.8% | $2,839-83.8% | $2,042-77.5% |
| Participant deferral / active EE | $0 | $2,611-100.0% | $3,609-100.0% | $3,169-100.0% |
| Admin fee / account holder | $157 | $413-62.0% | $4,904-96.8% | $479-67.2% |