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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 | $77,094-18.6% | $173,703-63.9% | $69,733-10.0% |
| Participation rate | 74.3% | 55.7%+18.5pp | 75.9%-1.7pp | 62.5%+11.8pp |
| Annual return | 14.96% | 11.44%+3.5pp | 17.46%-2.5pp | 15.22%-0.3pp |
| Employer contribution / active EE | $1,145 | $1,704-32.8% | $4,288-73.3% | $2,250-49.1% |
| Participant deferral / active EE | $2,928 | $2,355+24.3% | $4,854-39.7% | $3,054-4.1% |
| Admin fee / account holder | $256 | $2,291-88.8% | $15,562-98.4% | $3,102-91.7% |