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| Provider | Service type | Compensation |
|---|---|---|
VALUE CONSULTING GROUP6 years Service code 34 2265 WATERS DR · MENDOTA HEIGHTS, MN 55120 | Valuation (appraisals, etc.) | $33,635 |
ALERUS FINANCIAL, N.A.8+ years Filed as: ALERUS INVESTMENT ADVISORS, INC. Service code 27 · EIN 42-1378382 | Advisory (Plan) | $10,573 |
ALERUS FINANCIAL, N.A.6 years Service code 15 · EIN 45-6062081 | Recordkeeping | $5,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,624 | $51,223-38.3% | $82,763-61.8% | $66,949-52.8% |
| Participation rate | 91.7% | 67.9%+23.8pp | 72.6%+19.2pp | 69.8%+21.9pp |
| Annual return | -3.52% | -9.85%+6.3pp | 702.45%-706.0pp | 1.57%-5.1pp |
| Employer contribution / active EE | $505 | $2,611-80.7% | $3,008-83.2% | $2,545-80.2% |
| Participant deferral / active EE | $0 | $3,460-100.0% | $4,395-100.0% | $4,239-100.0% |
| Admin fee / account holder | $219 | $415-47.3% | $5,325-95.9% | $594-63.1% |