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| Provider | Service type | Compensation |
|---|---|---|
ALERUS FINANCIAL, N.A.5+ years Filed as: ALERUS RETIREMENT SOLUTIONS Service code 13 · EIN 45-6062081 | Contract Administrator | $96,691 |
Filed as: REINHART BOERNER VAN DEUREN Service code 29 · EIN 39-1126909 | Legal | $32,148 |
CLIFTONLARSONALLEN LLP5+ years Service code 10 · EIN 41-0746749 | Accounting | $15,600 |
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.
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 | $40,501 | $66,601-39.2% | $92,909-56.4% | $67,579-40.1% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 71.3%+28.7pp |
| Annual return | 13.68% | 92.58%-78.9pp | 109.44%-95.8pp | 378.56%-364.9pp |
| Employer contribution / active EE | $2,182 | $2,775-21.4% | $3,653-40.3% | $2,148+1.6% |
| Participant deferral / active EE | $469 | $3,157-85.1% | $4,238-88.9% | $3,539-86.8% |
| Admin fee / account holder | $213 | $199+6.9% | $5,795-96.3% | $142+49.5% |