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| Provider | Service type | Compensation |
|---|---|---|
CROWE LLP2 years Service code 16 · EIN 35-0921680 | Consulting | $55,597 |
ALERUS FINANCIAL, N.A.3+ years Filed as: ALERUS Service code 21 · EIN 45-6062081 | Bank Trustee | $50,000 |
PENCHECKS1 year Filed as: PENCHECKS, INC. Service code 63 · EIN 33-6134835 | 12b-1 Fees | $33,490 |
GRANT THORNTON LLP2 years Service code 10 171 N. CLARK STREET, SUITE 200 · CHICAGO, IL 60601 | Accounting | $22,770 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,453 | $127,777-81.6% | $106,548-78.0% | $167,490-86.0% |
| Participation rate | 0.0% | 78.3%-78.3pp | 76.1%-76.1pp | 82.1%-82.1pp |
| Annual return | 1.12% | 33.87%-32.8pp | 26.80%-25.7pp | 478.56%-477.4pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,819-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $0 | $5,087-100.0% | $4,398-100.0% | $6,341-100.0% |
| Admin fee / account holder | $169 | $11,228-98.5% | $7,407-97.7% | $12,309-98.6% |