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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 41-0879566 | Accounting | $13,453 |
ALERUS FINANCIAL, N.A.7 years Service code 15 · EIN 45-6062081 | Recordkeeping | $8,685 |
VALUE CONSULTING GROUP7 years Service code 34 2265 WATERS DR · MENDOTA HEIGHTS, MN 55120 | Valuation (appraisals, etc.) | $8,500 |
ALERUS FINANCIAL, N.A.9+ years Filed as: ALERUS INVESTMENT ADVISORS, INC. Service code 27 · EIN 42-1378382 | Advisory (Plan) | $8,255 |
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 | $30,704 | $58,292-47.3% | $86,640-64.6% | $71,511-57.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 71.7%+28.3pp | 67.9%+32.1pp |
| Annual return | 10.53% | 21.63%-11.1pp | 592.52%-582.0pp | 28.86%-18.3pp |
| Employer contribution / active EE | $531 | $2,574-79.4% | $3,024-82.4% | $2,589-79.5% |
| Participant deferral / active EE | $0 | $3,438-100.0% | $4,438-100.0% | $4,291-100.0% |
| Admin fee / account holder | $157 | $1,057-85.2% | $5,616-97.2% | $1,588-90.1% |