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| Provider | Service type | Compensation |
|---|---|---|
ALERUS FINANCIAL, N.A.9 years Service code 15 · EIN 45-6062081 | Recordkeeping | $25,045 |
Filed as: INTELLICENTS INC Service code 26 · EIN 41-1471080 | Advisory (Participants) | $16,702 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,760 | $68,607-8.5% | $147,027-57.3% | $64,340-2.5% |
| Participation rate | 74.3% | 50.4%+23.8pp | 73.7%+0.5pp | 55.2%+19.0pp |
| Annual return | 14.96% | 13.75%+1.2pp | 20.23%-5.3pp | 24.14%-9.2pp |
| Employer contribution / active EE | $1,145 | $1,554-26.3% | $3,626-68.4% | $1,862-38.5% |
| Participant deferral / active EE | $2,928 | $2,402+21.9% | $4,933-40.6% | $2,980-1.7% |
| Admin fee / account holder | $256 | $3,287-92.2% | $12,223-97.9% | $3,703-93.1% |