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| Provider | Service type | Compensation |
|---|---|---|
Filed as: INTELLICENTS INVESTMENT SOLUTIONS Service code 27 100 NORTH BROADWAY · ALBERT LEA, MN 56007 | Advisory (Plan) | $66,147 |
ALERUS FINANCIAL, N.A.10+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $6,258 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,423 | $80,133+54.0% | $135,792-9.1% | $71,012+73.8% |
| Participation rate | 97.2% | 46.4%+50.7pp | 72.6%+24.6pp | 58.6%+38.6pp |
| Annual return | 14.78% | 15.15%-0.4pp | 25.96%-11.2pp | 37.67%-22.9pp |
| Employer contribution / active EE | $3,315 | $1,544+114.7% | $3,496-5.2% | $2,348+41.2% |
| Participant deferral / active EE | $5,447 | $2,074+162.7% | $4,759+14.5% | $3,246+67.8% |
| Admin fee / account holder | $199 | $1,557-87.2% | $12,266-98.4% | $1,167-83.0% |