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| Provider | Service type | Compensation |
|---|---|---|
Filed as: INTELLICENTS INC Service code 26 · EIN 41-1471080 | Advisory (Participants) | $9,373 |
ALERUS FINANCIAL, N.A.3 years Service code 15 · EIN 45-6062081 | Recordkeeping | $675 |
CHARLES SCHWAB & CO., INC.4+ years Service code 19 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $32,963 | $47,977-31.3% | $154,107-78.6% | $56,287-41.4% |
| Participation rate | 38.4% | 66.2%-27.8pp | 83.0%-44.6pp | 69.9%-31.5pp |
| Annual return | -5.95% | 3.54%-9.5pp | 735.12%-741.1pp | -9.96%+4.0pp |
| Employer contribution / active EE | $58 | $2,169-97.3% | $5,298-98.9% | $2,111-97.2% |
| Participant deferral / active EE | $1,143 | $2,392-52.2% | $5,081-77.5% | $3,350-65.9% |
| Admin fee / account holder | $205 | $438-53.2% | $13,411-98.5% | $521-60.6% |