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| Provider | Service type | Compensation |
|---|---|---|
Filed as: INTELLICENTS INC Service code 26 · EIN 41-1471080 | Advisory (Participants) | $23,806 |
ALERUS FINANCIAL, N.A.1 year Service code 15 · EIN 45-6062081 | Recordkeeping | $17,465 |
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 | $33,655 | $39,819-15.5% | $67,834-50.4% | $57,658-41.6% |
| Participation rate | 77.2% | 61.2%+16.0pp | 68.8%+8.4pp | 70.2%+7.0pp |
| Annual return | 10.56% | 9.19%+1.4pp | 138.47%-127.9pp | 5.13%+5.4pp |
| Employer contribution / active EE | $846 | $1,277-33.8% | $2,403-64.8% | $1,974-57.2% |
| Participant deferral / active EE | $1,926 | $2,209-12.8% | $3,160-39.1% | $3,061-37.1% |
| Admin fee / account holder | $102 | $84+22.4% | $4,622-97.8% | $95+8.3% |