Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT2+ years Service code 26 · EIN 41-1416330 | Advisory (Participants) | $16,294 |
ALERUS FINANCIAL, N.A.2+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $3,337 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,535 | $60,165+65.4% | $74,184+34.2% | $55,167+80.4% |
| Participation rate | 90.2% | 74.2%+16.0pp | 76.6%+13.6pp | 69.0%+21.2pp |
| Annual return | 7.11% | 10.00%-2.9pp | 17.74%-10.6pp | 169.23%-162.1pp |
| Employer contribution / active EE | $1,951 | $1,600+22.0% | $2,370-17.7% | $1,963-0.6% |
| Participant deferral / active EE | $6,092 | $2,973+104.9% | $3,550+71.6% | $3,054+99.5% |
| Admin fee / account holder | $86 | $419-79.4% | $5,586-98.5% | $504-82.8% |