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.6+ years Filed as: ALERUS FINANCIAL Service code 21 · EIN 45-0140105 PO BOX 64533 · ST. PAUL, MN 551640533 | Bank Trustee | $710,772 |
BRADY MARTZ & ASSOCIATES6+ years Service code 10 · EIN 45-0310328 PO BOX 14296 · GRAND FORKS, ND 58208 | Accounting | $27,440 |
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 | $104,963 | $56,095+87.1% | $178,510-41.2% | $90,274+16.3% |
| Participation rate | 99.9% | 65.6%+34.4pp | 81.9%+18.0pp | 73.4%+26.6pp |
| Annual return | 13.89% | 28.81%-14.9pp | 151.13%-137.2pp | 53.97%-40.1pp |
| Employer contribution / active EE | $3,466 | $1,572+120.4% | $5,011-30.8% | $2,523+37.4% |
| Participant deferral / active EE | $4,745 | $2,669+77.8% | $5,202-8.8% | $4,231+12.2% |
| Admin fee / account holder | $184 | $101+83.0% | $13,988-98.7% | $114+61.5% |