Filed December 9, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $12,037 |
EDWARD JONES1 year Filed as: EDWARD D JONES & CO L P Service code 53 · EIN 43-0345811 | Insurance Commissions | $6,608 |
ALERUS FINANCIAL, N.A.2+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $951 |
Service code 28 · EIN 61-1732930 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,397 | $55,453-29.0% | $170,442-76.9% | $62,292-36.8% |
| Participation rate | 51.8% | 66.4%-14.6pp | 83.6%-31.8pp | 69.5%-17.7pp |
| Annual return | 13.70% | 21.38%-7.7pp | 205.93%-192.2pp | 28.90%-15.2pp |
| Employer contribution / active EE | $629 | $2,164-70.9% | $5,433-88.4% | $2,042-69.2% |
| Participant deferral / active EE | $1,296 | $2,303-43.7% | $4,939-73.8% | $3,169-59.1% |
| Admin fee / account holder | $94 | $455-79.3% | $13,880-99.3% | $479-80.4% |