Filed September 30, 2019
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| Provider | Service type | Compensation |
|---|---|---|
ALERUS FINANCIAL, N.A.4+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $79,233 |
EDWARD JONES3 years Service code 26 201 PROGRESS PARKWAY · MARYLAND HEIGHTS, MO 630433042 | Advisory (Participants) | $4,776 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,852 | $73,404-48.4% | $87,100-56.5% | $67,579-44.0% |
| Participation rate | 87.7% | 80.9%+6.8pp | 76.9%+10.8pp | 71.3%+16.4pp |
| Annual return | 11.15% | 48.29%-37.1pp | 28.19%-17.0pp | 378.56%-367.4pp |
| Employer contribution / active EE | $973 | $2,014-51.7% | $2,521-61.4% | $2,148-54.7% |
| Participant deferral / active EE | $1,984 | $3,913-49.3% | $4,049-51.0% | $3,539-43.9% |
| Admin fee / account holder | $258 | $142+82.0% | $7,497-96.6% | $142+81.1% |