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| Provider | Service type | Compensation |
|---|---|---|
ALERUS FINANCIAL, N.A.10+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $26,158 |
14 funds of $250K or more; 20 lines in all, holding $11.7M of the plan's $12.0M. From the 2024 filing. Recordkeeper: Alerus Financial.
Target-date series: Vanguard Target Retirement, mutual fund, 8% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Growth Fund OF America Capital Group · Mutual fund | $1.5M | 12.5% |
| Vanguard Life Strategy Growth Vanguard · Mutual fund | $1.4M | 11.9% |
| Vanguard Index Admiral Vanguard · Mutual fund Index | $1.0M | 8.9% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $973K | 8.3% |
| Fidelity Advisors Diversified International Fund Fidelity (FMR) · Mutual fund | $827K | 7.1% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $792K | 6.8% |
| Vanguard Windsor II Fund Admiral Shares Vanguard · Mutual fund | $781K | 6.7% |
| Vanguard Quantitative Growth & Income Fund Vanguard · Mutual fund | $764K | 6.5% |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $725K | 6.2% |
| Wellington Admiral Fund Wellington · Mutual fund | $536K | 4.6% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.