Filed October 2, 2014 (most recent of 4 filings on file)
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.
| Provider | Service type | Compensation |
|---|---|---|
ALERUS FINANCIAL, N.A.2+ years Filed as: ALERUS FINANCIAL Service code 26 · EIN 45-0140105 | Advisory (Participants) | $516,188 |
MERCER2+ years Service code 11 · EIN 13-2834414 | Actuarial | $483,072 |
BRADY MARTZ & ASSOCIATES2+ years Filed as: BRADY MARTZ Service code 10 · EIN 45-0310328 | Accounting | $6,000 |
FREDRIKSON & BYRON2+ years Service code 29 · EIN 41-0971937 | Legal | $5,994 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $381,942,733-100.0% | $219,466-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.6%-44.6pp | 0.0%0pp |
| Annual return | 5.05% | 9.41%-4.4pp | 5.00%0pp | 9.19%-4.1pp |
| Employer contribution / active EE | $997 | $8,353-88.1% | $35,918-97.2% | $12,608-92.1% |
| Participant deferral / active EE | $0 | $340-100.0% | $75-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,204-100.0% | $2,655,710-100.0% |