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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 | $66,004+40.1% | $81,820+13.0% | $77,714+19.0% |
| Participation rate | 94.3% | 65.8%+28.5pp | 72.4%+21.9pp | 70.6%+23.7pp |
| Annual return | 16.29% | 26.65%-10.4pp | 777.93%-761.6pp | 31.26%-15.0pp |
| Employer contribution / active EE | $6,315 | $2,375+165.9% | $2,915+116.6% | $2,727+131.6% |
| Participant deferral / active EE | $7,758 | $3,508+121.2% | $4,323+79.5% | $4,649+66.9% |
| Admin fee / account holder | $26 | $527-95.0% | $7,391-99.6% | $433-94.0% |