Filed April 16, 2020 (most recent of 2 filings on file)
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| 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 | $123,876 |
BRADY MARTZ & ASSOCIATES3 years Service code 10 · EIN 45-0310328 401 DEMERS AVE 300 · GRAND FORKS, ND 58201 | Accounting | $9,300 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,624 | $56,540-1.6% | $185,849-70.1% | $86,821-35.9% |
| Participation rate | 98.4% | 65.5%+32.9pp | 81.7%+16.7pp | 72.3%+26.1pp |
| Annual return | 14.36% | 118.20%-103.8pp | 122.10%-107.7pp | 97.94%-83.6pp |
| Employer contribution / active EE | $2,629 | $1,844+42.5% | $5,169-49.1% | $2,406+9.3% |
| Participant deferral / active EE | $2,529 | $2,555-1.0% | $5,569-54.6% | $4,132-38.8% |
| Admin fee / account holder | $252 | $150+68.5% | $16,244-98.4% | $170+48.7% |