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| Provider | Service type | Compensation |
|---|---|---|
ALERUS FINANCIAL, N.A.2+ years Filed as: ALERUS RETIREMENT SOLUTIONS Service code 13 · EIN 45-6062081 | Contract Administrator | $47,180 |
DIMEO SCHNEIDER & ASSOCIATES LLC2+ years Filed as: DIMEO SCHNEIDER & ASSOCIATES, LLC Service code 50 · EIN 36-4001764 | Direct Payment | $42,000 |
BMO HARRIS BANK NA2+ years Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $38,085 |
RBC GLOBAL ASSET MANAGEMENT2+ years Service code 28 · EIN 41-1460668 | Investment Management | $25,000 |
CLIFTONLARSONALLEN LLP2+ years Service code 10 · EIN 41-0746749 | Accounting | $14,700 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 27 · EIN 22-1211670 | Advisory (Plan) | $12,134 |
DORSEY & WHITNEY LLP2+ years Service code 29 · EIN 41-0223337 | Legal | $11,541 |
WHITE PINE CAPITAL2+ years Filed as: WHITE PINES CAPITAL, LLC Service code 27 · EIN 41-1933144 | Advisory (Plan) | $7,255 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,336 | $57,921-35.5% | $84,753-55.9% | $57,658-35.2% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 9.50% | 10.24%-0.7pp | 22.78%-13.3pp | 5.13%+4.4pp |
| Employer contribution / active EE | $2,042 | $2,598-21.4% | $3,574-42.9% | $1,974+3.5% |
| Participant deferral / active EE | $426 | $2,742-84.5% | $3,712-88.5% | $3,061-86.1% |
| Admin fee / account holder | $259 | $130+99.8% | $5,333-95.1% | $95+174.1% |