Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BAM ADVISOR SERVICES6 years Filed as: BAM ADVISOR SERVICES, LLC Service code 26 · EIN 16-1728260 | Advisory (Participants) | $71,941 |
ALERUS FINANCIAL, N.A.6 years Filed as: ALERUS FINANCIAL Service code 15 · EIN 45-6062081 | Recordkeeping | $36,154 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,971 | $82,163+54.5% | $125,381+1.3% | $64,819+95.9% |
| Participation rate | 88.8% | 77.9%+10.9pp | 82.4%+6.4pp | 71.5%+17.3pp |
| Annual return | 3.66% | 3.49%+0.2pp | 572.31%-568.6pp | 32.84%-29.2pp |
| Employer contribution / active EE | $6,028 | $3,616+66.7% | $4,815+25.2% | $2,507+140.5% |
| Participant deferral / active EE | $8,089 | $7,175+12.7% | $7,448+8.6% | $4,311+87.6% |
| Admin fee / account holder | $228 | $163+39.7% | $10,007-97.7% | $188+21.4% |