Filed April 16, 2020 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ALERUS FINANCIAL, N.A.5+ years Filed as: ALERUS FINANCIAL Service code 21 · EIN 45-0140105 PO BOX 64533 · ST. PAUL, MN 551640533 | Bank Trustee | $103,975 |
BRADY MARTZ & ASSOCIATES1 year Service code 10 · EIN 45-0310328 401 DEMERS AVE 300 · GRAND FORKS, ND 58201 | Accounting | $8,800 |
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 | $43,049 | $62,928-31.6% | $172,753-75.1% | $67,582-36.3% |
| Participation rate | 99.8% | 64.5%+35.3pp | 82.6%+17.1pp | 71.3%+28.5pp |
| Annual return | 21.58% | 30.36%-8.8pp | 803.00%-781.4pp | 378.57%-357.0pp |
| Employer contribution / active EE | $2,217 | $1,636+35.5% | $5,144-56.9% | $2,148+3.2% |
| Participant deferral / active EE | $2,184 | $2,145+1.8% | $5,198-58.0% | $3,539-38.3% |
| Admin fee / account holder | $219 | $167+31.2% | $13,956-98.4% | $142+53.6% |