Filed July 21, 2022
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| Provider | Service type | Compensation |
|---|---|---|
PFG1 year Service code 14 · EIN 42-0127290 | Plan Administrator | $86,320 |
ALERUS FINANCIAL, N.A.5 years Filed as: ALERUS Service code 25 · EIN 45-6062081 | Directed Trustee | $22,500 |
REDPATH AND COMPANY3 years Filed as: REDPATH Service code 10 · EIN 41-0975573 | Accounting | $14,900 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,624 | $104,336-33.3% | $159,495-56.3% | $86,828-19.8% |
| Participation rate | 99.4% | 77.7%+21.6pp | 82.8%+16.5pp | 72.3%+27.1pp |
| Annual return | 15.86% | 26.32%-10.5pp | 263.72%-247.9pp | 97.95%-82.1pp |
| Employer contribution / active EE | $4,649 | $3,451+34.7% | $4,831-3.8% | $2,406+93.2% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,354-100.0% | $4,132-100.0% |
| Admin fee / account holder | $107 | $172-38.0% | $10,804-99.0% | $170-37.0% |