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.4+ years Filed as: ALERUS FINANCIAL Service code 21 · EIN 45-0140105 PO BOX 64533 · ST. PAUL, MN 551640533 | Bank Trustee | $599,250 |
BRADY MARTZ & ASSOCIATES4+ years Service code 10 · EIN 45-0310328 PO BOX 14296 · GRAND FORKS, ND 58208 | Accounting | $11,320 |
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 | $75,570 | $45,382+66.5% | $154,110-51.0% | $75,289+0.4% |
| Participation rate | 100.0% | 65.9%+34.1pp | 83.0%+16.9pp | 72.4%+27.5pp |
| Annual return | -5.80% | -0.47%-5.3pp | 735.22%-741.0pp | -0.04%-5.8pp |
| Employer contribution / active EE | $4,032 | $1,533+163.1% | $5,298-23.9% | $2,405+67.7% |
| Participant deferral / active EE | $4,355 | $2,384+82.7% | $5,081-14.3% | $3,739+16.5% |
| Admin fee / account holder | $140 | $89+56.8% | $13,412-99.0% | $102+36.9% |