Filed April 16, 2020 (most recent of 2 filings on file)
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| 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 | $98,398 |
BRADY MARTZ & ASSOCIATES2 years Service code 10 · EIN 45-0310328 401 DEMERS AVE 300 · GRAND FORKS, ND 58201 | Accounting | $9,500 |
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 | $48,902 | $52,293-6.5% | $178,503-72.6% | $73,412-33.4% |
| Participation rate | 98.5% | 65.3%+33.1pp | 81.9%+16.5pp | 72.2%+26.3pp |
| Annual return | 15.71% | 34.75%-19.0pp | 151.12%-135.4pp | 59.30%-43.6pp |
| Employer contribution / active EE | $2,454 | $1,736+41.3% | $5,011-51.0% | $2,234+9.8% |
| Participant deferral / active EE | $2,358 | $2,333+1.1% | $5,202-54.7% | $3,806-38.0% |
| Admin fee / account holder | $202 | $127+58.7% | $13,987-98.6% | $158+28.0% |