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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) | $52,705 |
ALERUS FINANCIAL, N.A.9+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $13,433 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,324 | $73,149+42.6% | $120,574-13.5% | $77,736+34.2% |
| Participation rate | 96.0% | 55.2%+40.8pp | 71.9%+24.1pp | 70.6%+25.4pp |
| Annual return | 13.38% | 18.24%-4.9pp | 107.42%-94.0pp | 31.26%-17.9pp |
| Employer contribution / active EE | $3,176 | $1,793+77.1% | $3,471-8.5% | $2,728+16.4% |
| Participant deferral / active EE | $5,178 | $3,006+72.3% | $4,996+3.6% | $4,651+11.3% |
| Admin fee / account holder | $165 | $660-75.0% | $9,445-98.3% | $433-61.9% |