Filed January 28, 2026
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| Provider | Service type | Compensation |
|---|---|---|
ALERUS FINANCIAL, N.A.6+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $66,108 |
Filed as: INTELLICENTS INC Service code 26 · EIN 45-6062081 | Advisory (Participants) | $56,935 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,958 | $81,908-52.4% | $90,749-57.1% | $64,808-39.9% |
| Participation rate | 81.1% | 80.5%+0.7pp | 75.7%+5.5pp | 71.5%+9.7pp |
| Annual return | 11.19% | -12.53%+23.7pp | -12.16%+23.4pp | 32.82%-21.6pp |
| Employer contribution / active EE | $2,937 | $3,065-4.2% | $2,921+0.6% | $2,506+17.2% |
| Participant deferral / active EE | $4,525 | $4,840-6.5% | $4,564-0.9% | $4,310+5.0% |
| Admin fee / account holder | $147 | $157-6.6% | $8,445-98.3% | $188-21.8% |