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| Provider | Service type | Compensation |
|---|---|---|
Filed as: INTELLICENTS INC Service code 26 · EIN 41-1471080 | Advisory (Participants) | $18,450 |
ALERUS FINANCIAL, N.A.6 years Service code 15 · EIN 45-6062081 | Recordkeeping | $16,374 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,484 | $62,715-11.5% | $104,301-46.8% | $66,930-17.1% |
| Participation rate | 86.2% | 59.6%+26.6pp | 73.3%+12.9pp | 69.8%+16.3pp |
| Annual return | 10.93% | -14.70%+25.6pp | 24.61%-13.7pp | 1.57%+9.4pp |
| Employer contribution / active EE | $1,280 | $1,976-35.2% | $3,373-62.0% | $2,545-49.7% |
| Participant deferral / active EE | $3,200 | $2,852+12.2% | $4,626-30.8% | $4,238-24.5% |
| Admin fee / account holder | $244 | $657-62.9% | $7,340-96.7% | $593-59.0% |