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| Provider | Service type | Compensation |
|---|---|---|
Filed as: INTELLICENTS INC Service code 26 · EIN 41-1471080 | Advisory (Participants) | $13,175 |
ALERUS FINANCIAL, N.A.1 year Service code 15 · EIN 45-6062081 | Recordkeeping | $6,701 |
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 | $30,772 | $54,368-43.4% | $117,039-73.7% | $62,293-50.6% |
| Participation rate | 79.3% | 64.9%+14.4pp | 77.2%+2.1pp | 69.5%+9.8pp |
| Annual return | 17.68% | 21.77%-4.1pp | 18.95%-1.3pp | 28.90%-11.2pp |
| Employer contribution / active EE | $886 | $1,692-47.7% | $3,785-76.6% | $2,042-56.6% |
| Participant deferral / active EE | $2,562 | $2,269+12.9% | $3,929-34.8% | $3,169-19.2% |
| Admin fee / account holder | $204 | $493-58.7% | $5,974-96.6% | $479-57.5% |