Filed August 21, 2003
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
ALERUS FINANCIAL, N.A.4 years Service code 15 · EIN 45-6062081 | Recordkeeping | $44,822 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 | Securities Custodian | $7,250 |
LION STREET ADVISORS LLC4 years Filed as: LION STREET ADVISORS, LLC Service code 26 · EIN 80-0946231 | Advisory (Participants) | $2,836 |
CHARLES SCHWAB & CO., INC.6+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,290 | $81,474+105.3% | $133,956+24.9% | $73,488+127.6% |
| Participation rate | 93.2% | 76.4%+16.8pp | 79.8%+13.3pp | 70.7%+22.5pp |
| Annual return | 12.34% | 19.40%-7.1pp | 45.09%-32.8pp | 28.51%-16.2pp |
| Employer contribution / active EE | $2,347 | $2,209+6.2% | $3,919-40.1% | $2,270+3.4% |
| Participant deferral / active EE | $3,550 | $3,786-6.2% | $5,048-29.7% | $3,740-5.1% |
| Admin fee / account holder | $269 | $713-62.2% | $8,927-97.0% | $513-47.5% |