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| Provider | Service type | Compensation |
|---|---|---|
Filed as: INTELLICENTS INC. Service code 27 100 NORTH BROADWAY · ALBERT LEA, MN 56007 | Advisory (Plan) | $26,467 |
ALERUS FINANCIAL, N.A.1+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $23,339 |
ABG PORTFOLIO STRATEGIES, INC.1+ years Filed as: ABG INVESTMENT SERVICES, INC. Service code 27 201 EAST CLARK STREET · ALBERT LEA, MN 560071206 | Advisory (Plan) | $8,366 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,721 | $46,761+23.4% | $106,619-45.9% | $57,658+0.1% |
| Participation rate | 93.4% | 56.9%+36.6pp | 78.0%+15.4pp | 70.2%+23.2pp |
| Annual return | 80.36% | 15.77%+64.6pp | 9.42%+70.9pp | 5.13%+75.2pp |
| Employer contribution / active EE | $2,017 | $1,274+58.4% | $3,947-48.9% | $1,974+2.2% |
| Participant deferral / active EE | $3,449 | $1,954+76.4% | $3,930-12.3% | $3,061+12.7% |
| Admin fee / account holder | $121 | $97+24.7% | $6,418-98.1% | $95+27.7% |