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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 250 MARQUETTE AVE STE 1200 · MINNEAPOLIS, MN 554011874 | Advisory (Plan) | $61,547 |
ALERUS FINANCIAL, N.A.3 years Service code 15 · EIN 45-6062081 | Recordkeeping | $48,320 |
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 | $97,813 | $75,388+29.7% | $123,549-20.8% | $55,725+75.5% |
| Participation rate | 96.3% | 75.7%+20.6pp | 82.3%+14.0pp | 70.9%+25.4pp |
| Annual return | -1.59% | 4.48%-6.1pp | 119.20%-120.8pp | 244.93%-246.5pp |
| Employer contribution / active EE | $4,150 | $3,063+35.5% | $4,628-10.3% | $2,078+99.7% |
| Participant deferral / active EE | $6,925 | $5,651+22.6% | $6,426+7.8% | $3,356+106.4% |
| Admin fee / account holder | $215 | $120+79.9% | $9,284-97.7% | $115+87.0% |