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.7+ years Filed as: ALERUS FINANCIAL Service code 21 · EIN 45-0140105 PO BOX 64533 · ST. PAUL, MN 551640533 | Bank Trustee | $334,883 |
BRADY MARTZ & ASSOCIATES7+ years Service code 10 · EIN 45-0310328 PO BOX 14296 · GRAND FORKS, ND 58208 | Accounting | $11,950 |
FREDRIKSON & BYRON1 year Filed as: FREDRIKSON & BYRON PA Service code 29 · EIN 41-0971937 200 SOUTH SIXTH ST, STE 4000 · MINNEAPOLIS, MN 55402 | Legal | $9,946 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,701 | $67,512+62.5% | $185,854-41.0% | $93,010+17.9% |
| Participation rate | 100.0% | 67.1%+32.9pp | 81.7%+18.3pp | 73.9%+26.1pp |
| Annual return | 13.89% | 21.04%-7.1pp | 122.12%-108.2pp | 158.70%-144.8pp |
| Employer contribution / active EE | $2,985 | $1,783+67.4% | $5,169-42.3% | $2,705+10.3% |
| Participant deferral / active EE | $4,909 | $3,035+61.7% | $5,569-11.8% | $4,561+7.6% |
| Admin fee / account holder | $83 | $318-73.8% | $16,246-99.5% | $152-45.1% |