Filed July 21, 2022
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| Provider | Service type | Compensation |
|---|---|---|
CROWE LLP1 year Filed as: CROWE Service code 49 · EIN 35-0921680 | Other Services | $76,405 |
REDPATH AND COMPANY1 year Filed as: REDPATH Service code 10 · EIN 41-0975573 | Accounting | $14,300 |
ALERUS FINANCIAL, N.A.3 years Filed as: ALERUS Service code 15 · EIN 45-0375407 | Recordkeeping | $6,900 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $62,722 | $88,122-28.8% | $141,200-55.6% | $67,584-7.2% |
| Participation rate | 98.4% | 76.5%+22.0pp | 82.5%+16.0pp | 71.3%+27.2pp |
| Annual return | 12.33% | 75.40%-63.1pp | 71.41%-59.1pp | 378.59%-366.3pp |
| Employer contribution / active EE | $4,109 | $3,224+27.4% | $4,736-13.2% | $2,148+91.3% |
| Participant deferral / active EE | $0 | $5,958-100.0% | $6,710-100.0% | $3,540-100.0% |
| Admin fee / account holder | $56 | $131-57.2% | $10,265-99.5% | $142-60.6% |