Filed July 21, 2022
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| Provider | Service type | Compensation |
|---|---|---|
PFG2 years Service code 14 · EIN 42-0127290 | Plan Administrator | $54,647 |
ALERUS FINANCIAL, N.A.6 years Filed as: ALERUS Service code 24 · EIN 45-6062081 | Discretionary Trustee | $38,013 |
REDPATH AND COMPANY1 year Filed as: REDPATH AND COMPANY, LLC Service code 10 · EIN 92-0370318 | Accounting | $15,600 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,516 | $82,188-10.6% | $125,401-41.4% | $64,829+13.4% |
| Participation rate | 99.0% | 77.9%+21.1pp | 82.4%+16.6pp | 71.5%+27.5pp |
| Annual return | 16.22% | 3.50%+12.7pp | 572.53%-556.3pp | 32.85%-16.6pp |
| Employer contribution / active EE | $8,062 | $3,617+122.9% | $4,816+67.4% | $2,507+221.5% |
| Participant deferral / active EE | $0 | $7,177-100.0% | $7,448-100.0% | $4,312-100.0% |
| Admin fee / account holder | $82 | $163-50.1% | $10,008-99.2% | $188-56.6% |