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| Provider | Service type | Compensation |
|---|---|---|
Filed as: INTELLICENTS INC Service code 26 · EIN 41-1471080 | Advisory (Participants) | $16,461 |
ALERUS FINANCIAL, N.A.4 years Service code 15 · EIN 45-6062081 | Recordkeeping | $12,646 |
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 | $42,874 | $59,328-27.7% | $118,946-64.0% | $73,493-41.7% |
| Participation rate | 81.6% | 62.3%+19.3pp | 75.4%+6.2pp | 70.7%+10.9pp |
| Annual return | 12.94% | 19.13%-6.2pp | 35.89%-22.9pp | 28.51%-15.6pp |
| Employer contribution / active EE | $1,055 | $1,803-41.5% | $3,263-67.7% | $2,270-53.5% |
| Participant deferral / active EE | $2,842 | $2,604+9.1% | $4,266-33.4% | $3,740-24.0% |
| Admin fee / account holder | $222 | $600-63.0% | $6,581-96.6% | $513-56.7% |