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| Provider | Service type | Compensation |
|---|---|---|
ALERUS FINANCIAL, N.A.1+ years Filed as: ALERUS FINANCIAL NA Service code 15 · EIN 45-6062081 | Recordkeeping | $205,897 |
19 funds of $250K or more; 15 lines in all, holding $45.5M of the plan's $46.2M. From the 2025 filing. Recordkeeper: Alerus Financial.
Target-date series: Nuveen Lifecycle Index, mutual fund, 12% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $11.8M | 26.0% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $9.0M | 19.7% |
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 13 vintages | $5.4M | 11.9% |
| MFS International Diversification Fund MFS (Sun Life) · Mutual fund | $4.9M | 10.8% |
| Interest-Bearing Cash Alerus Mmkt Manager not matched · Money market | $3.9M | 8.6% |
| T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. T. Rowe Price · Mutual fund | $2.6M | 5.6% |
| Wilmington TR Collective Invt Lrg Cp Vlu R1 Manager not matched · Collective trust | $1.4M | 3.2% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.4M | 3.1% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.2M | 2.7% |
| Great Gray Collective Invt T Large CP III R1 Manager not matched · Collective trust | $1.2M | 2.6% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.