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.2+ years Filed as: ALERUS FINANCIAL Service code 21 · EIN 45-0140105 PO BOX 64533 · ST. PAUL, MN 551640533 | Bank Trustee | $33,170 |
BRADY MARTZ & ASSOCIATES2+ 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 | $114,071 | $36,926+208.9% | $156,551-27.1% | $57,661+97.8% |
| Participation rate | 96.4% | 63.4%+32.9pp | 84.0%+12.4pp | 70.2%+26.1pp |
| Annual return | 6.55% | 12.38%-5.8pp | 32.23%-25.7pp | 5.13%+1.4pp |
| Employer contribution / active EE | $7,205 | $1,571+358.7% | $5,501+31.0% | $1,974+265.0% |
| Participant deferral / active EE | $0 | $1,926-100.0% | $4,871-100.0% | $3,061-100.0% |
| Admin fee / account holder | $93 | $83+13.3% | $13,028-99.3% | $95-1.1% |