Filed July 21, 2022
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| Provider | Service type | Compensation |
|---|---|---|
CROWE LLP1+ years Filed as: CROWE HORWATH LLP Service code 15 · EIN 35-0921680 | Recordkeeping | $25,208 |
ALERUS FINANCIAL, N.A.1+ years Filed as: ALERUS Service code 15 · EIN 45-0375407 | Recordkeeping | $9,570 |
REDPATH AND COMPANY1+ years Filed as: REDPATH COMPANY, LTD Service code 10 · EIN 41-0975573 | Accounting | $9,500 |
BARNA, GUZY & STEFFEN1+ years Service code 29 · EIN 41-0903208 | Legal | $8,405 |
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 | $45,913 | $88,324-48.0% | $115,038-60.1% | $55,191-16.8% |
| Participation rate | 90.5% | 72.5%+18.0pp | 81.4%+9.2pp | 69.2%+21.4pp |
| Annual return | 5.57% | 6.30%-0.7pp | 26.14%-20.6pp | 10.78%-5.2pp |
| Employer contribution / active EE | $1,934 | $2,805-31.0% | $4,608-58.0% | $1,899+1.9% |
| Participant deferral / active EE | $4,652 | $5,042-7.7% | $6,026-22.8% | $3,046+52.7% |
| Admin fee / account holder | $41 | $105-61.3% | $8,175-99.5% | $91-55.1% |