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.1+ years Filed as: ALERUS FINANCIAL Service code 21 · EIN 45-0140105 PO BOX 64533 · ST. PAUL, MN 551640533 | Bank Trustee | $542,377 |
BRADY MARTZ & ASSOCIATES1+ years Service code 10 · EIN 45-0310328 PO BOX 14296 · GRAND FORKS, ND 58208 | Accounting | $9,900 |
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 | $74,411 | $37,039+100.9% | $147,618-49.6% | $59,188+25.7% |
| Participation rate | 73.9% | 63.8%+10.1pp | 84.6%-10.7pp | 69.4%+4.5pp |
| Annual return | 1.04% | 7.19%-6.1pp | 61.98%-60.9pp | 5.51%-4.5pp |
| Employer contribution / active EE | $1,330 | $1,353-1.7% | $5,564-76.1% | $2,098-36.6% |
| Participant deferral / active EE | $3,194 | $2,094+52.5% | $4,895-34.8% | $3,265-2.2% |
| Admin fee / account holder | $178 | $60+196.2% | $11,612-98.5% | $92+93.4% |