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| Provider | Service type | Compensation |
|---|---|---|
ALERUS FINANCIAL, N.A.10+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $13,160 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,494 | $65,960+40.2% | $81,844+13.0% | $77,736+19.0% |
| Participation rate | 94.3% | 65.8%+28.5pp | 72.4%+21.9pp | 70.6%+23.7pp |
| Annual return | 16.29% | 26.64%-10.3pp | 778.87%-762.6pp | 31.26%-15.0pp |
| Employer contribution / active EE | $6,315 | $2,375+165.9% | $2,916+116.5% | $2,728+131.5% |
| Participant deferral / active EE | $7,758 | $3,505+121.3% | $4,323+79.4% | $4,651+66.8% |
| Admin fee / account holder | $26 | $526-95.0% | $7,355-99.6% | $433-94.0% |