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.3+ years Filed as: ALERUS FINANCIAL Service code 21 · EIN 45-0140105 PO BOX 64533 · ST. PAUL, MN 551640533 | Bank Trustee | $448,592 |
BRADY MARTZ & ASSOCIATES3+ years Service code 10 · EIN 45-0310328 PO BOX 14296 · GRAND FORKS, ND 58208 | Accounting | $20,450 |
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 | $81,240 | $44,989+80.6% | $170,435-52.3% | $77,958+4.2% |
| Participation rate | 99.9% | 64.6%+35.3pp | 83.6%+16.3pp | 71.6%+28.3pp |
| Annual return | 47.09% | 19.61%+27.5pp | 205.94%-158.8pp | 20.87%+26.2pp |
| Employer contribution / active EE | $3,910 | $1,466+166.7% | $5,432-28.0% | $2,310+69.2% |
| Participant deferral / active EE | $4,115 | $2,208+86.4% | $4,939-16.7% | $3,537+16.4% |
| Admin fee / account holder | $106 | $69+54.0% | $13,881-99.2% | $97+9.0% |