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| Provider | Service type | Compensation |
|---|---|---|
ALERUS FINANCIAL, N.A.1+ years Filed as: ALERUS RETIREMENT SOLUTIONS Service code 13 · EIN 45-6062081 | Contract Administrator | $47,100 |
DIMEO SCHNEIDER & ASSOCIATES LLC1+ years Filed as: DIMEO SCHNEIDER & ASSOCIATES, LLC Service code 50 · EIN 36-4001764 | Direct Payment | $42,000 |
DORSEY & WHITNEY LLP1+ years Service code 29 · EIN 41-0223337 | Legal | $28,198 |
BMO HARRIS BANK NA1+ years Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $28,185 |
RBC GLOBAL ASSET MANAGEMENT1+ years Service code 28 · EIN 41-1460668 | Investment Management | $25,000 |
CLIFTONLARSONALLEN LLP1+ years Service code 10 · EIN 41-0746749 | Accounting | $14,450 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 27 · EIN 22-1211670 | Advisory (Plan) | $10,986 |
WHITE PINE CAPITAL1+ years Filed as: WHITE PINES CAPITAL, LLC Service code 27 · EIN 41-1933144 | Advisory (Plan) | $6,581 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,750 | $50,498-33.2% | $75,784-55.5% | $55,191-38.8% |
| Participation rate | 100.0% | 69.4%+30.6pp | 75.8%+24.2pp | 69.2%+30.8pp |
| Annual return | -3.47% | 1.80%-5.3pp | 9.68%-13.2pp | 10.78%-14.3pp |
| Employer contribution / active EE | $1,991 | $2,291-13.1% | $3,323-40.1% | $1,899+4.8% |
| Participant deferral / active EE | $437 | $2,589-83.1% | $3,652-88.0% | $3,046-85.7% |
| Admin fee / account holder | $272 | $123+121.5% | $5,300-94.9% | $91+200.2% |