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 | $112,092 |
BRADY MARTZ & ASSOCIATES1+ years Service code 10 · EIN 45-0310328 PO BOX 14296 · GRAND FORKS, ND 58208 | Accounting | $10,100 |
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 | $107,405 | $37,117+189.4% | $147,618-27.2% | $55,191+94.6% |
| Participation rate | 95.7% | 63.6%+32.1pp | 84.6%+11.1pp | 69.2%+26.6pp |
| Annual return | 0.51% | 3.44%-2.9pp | 61.98%-61.5pp | 10.78%-10.3pp |
| Employer contribution / active EE | $6,987 | $1,620+331.1% | $5,564+25.6% | $1,899+268.0% |
| Participant deferral / active EE | $0 | $1,985-100.0% | $4,895-100.0% | $3,046-100.0% |
| Admin fee / account holder | $259 | $86+203.2% | $11,612-97.8% | $91+185.8% |