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| Provider | Service type | Compensation |
|---|---|---|
ALERUS FINANCIAL, N.A.4+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $23,334 |
REDPATH AND COMPANY4+ years Filed as: REDPATH AND COMPANY, LTD. Service code 10 · EIN 41-0975573 | Accounting | $9,150 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $36,061 | $59,715-39.6% | $74,549-51.6% | - |
| Participation rate | 94.9% | 60.9%+34.0pp | 69.1%+25.8pp | - |
| Annual return | -6.95% | -10.64%+3.7pp | 32.53%-39.5pp | - |
| Employer contribution / active EE | $468 | $725-35.5% | $1,961-76.1% | - |
| Participant deferral / active EE | $1,693 | $2,327-27.2% | $3,108-45.5% | - |
| Admin fee / account holder | $285 | $40,605-99.3% | $5,059-94.4% | - |