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| Provider | Service type | Compensation |
|---|---|---|
ALERUS FINANCIAL, N.A.8+ years Filed as: ALERUS FINANCIAL Service code 21 · EIN 45-0140105 401 DEMERS AVE. · GRAND FORKS, ND 58201 | Bank Trustee | $24,970 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,996 | $73,848-54.0% | $143,799-76.4% | $68,486-50.4% |
| Participation rate | 93.5% | 66.7%+26.8pp | 80.3%+13.2pp | 67.9%+25.6pp |
| Annual return | -17.77% | 0.91%-18.7pp | -0.04%-17.7pp | -7.85%-9.9pp |
| Employer contribution / active EE | $1,518 | $3,184-52.3% | $4,952-69.3% | $2,597-41.5% |
| Participant deferral / active EE | $2,260 | $3,385-33.2% | $5,638-59.9% | $4,028-43.9% |
| Admin fee / account holder | $168 | $5,755-97.1% | $14,677-98.9% | $5,404-96.9% |