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| Provider | Service type | Compensation |
|---|---|---|
HOLMGREN-BALSTER, LTD6+ years Service code 10 10627 165TH ST W · LAKEVILLE, MN 55044 | Accounting | $10,225 |
ALERUS FINANCIAL, N.A.6+ years Filed as: ALERUS INVESTMENT ADVISORS, INC. Service code 27 · EIN 42-1378382 | Advisory (Plan) | $10,131 |
VALUE CONSULTING GROUP4 years Service code 34 2265 WATERS DR · MENDOTA HEIGHTS, MN 55120 | Valuation (appraisals, etc.) | $7,500 |
ALERUS FINANCIAL, N.A.4 years Service code 15 · EIN 45-6062081 | Recordkeeping | $5,502 |
MONROE MOXNESS BERG PA3 years Service code 29 · EIN 41-1228303 | Legal | $4,925 |
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 | $28,587 | $66,124-56.8% | $90,461-68.4% | $73,497-61.1% |
| Participation rate | 99.1% | 69.7%+29.4pp | 72.7%+26.4pp | 70.7%+28.4pp |
| Annual return | 3.72% | 17.65%-13.9pp | 1294.76%-1291.0pp | 28.51%-24.8pp |
| Employer contribution / active EE | $502 | $2,346-78.6% | $3,264-84.6% | $2,270-77.9% |
| Participant deferral / active EE | $0 | $3,039-100.0% | $3,964-100.0% | $3,740-100.0% |
| Admin fee / account holder | $162 | $396-59.2% | $5,617-97.1% | $513-68.5% |