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| Provider | Service type | Compensation |
|---|---|---|
ALERUS FINANCIAL, N.A.4 years Filed as: ALERUS FINANCIAL Service code 64 · EIN 45-6062081 15 BROADWAY · FARGO, ND 58102 | Recordkeeping Fees | $0 |
POLLARD & ASSOCIATES, INC.4 years Service code 13 · EIN 52-0909772 ONE NORTH PARK DRIVE · HUNT VALLEY, MA 21030 | Contract Administrator | $0 |
STRATEGIC WEALTH MANAGEMENT4 years Service code 22 · EIN 52-2295943 7300 GRACE DRIVE · COLUMBIA, MD 21044 | Insurance Broker | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,975 | $71,883-52.7% | $86,677-60.8% | $68,494-50.4% |
| Participation rate | 71.9% | 72.2%-0.3pp | 76.6%-4.7pp | 67.9%+4.0pp |
| Annual return | -16.26% | 3.52%-19.8pp | 35.91%-52.2pp | -7.84%-8.4pp |
| Employer contribution / active EE | $481 | $2,173-77.9% | $2,836-83.1% | $2,596-81.5% |
| Participant deferral / active EE | $2,348 | $3,779-37.9% | $4,656-49.6% | $4,027-41.7% |
| Admin fee / account holder | $248 | $6,112-95.9% | $7,493-96.7% | $5,403-95.4% |