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 MANAGEMENT7+ years Service code 26 · EIN 41-1416330 | Advisory (Participants) | $45,000 |
ALERUS FINANCIAL, N.A.7+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $38,788 |
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 | $111,773 | $185,342-39.7% | $111,308+0.4% | $86,821+28.7% |
| Participation rate | 95.0% | 81.0%+14.1pp | 77.3%+17.7pp | 72.3%+22.8pp |
| Annual return | 10.99% | 500.80%-489.8pp | 54.67%-43.7pp | 97.94%-87.0pp |
| Employer contribution / active EE | $2,117 | $2,246-5.8% | $2,732-22.5% | $2,406-12.0% |
| Participant deferral / active EE | $6,340 | $4,458+42.2% | $4,487+41.3% | $4,132+53.5% |
| Admin fee / account holder | $243 | $255-4.9% | $7,965-97.0% | $170+43.2% |