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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES Service code 99 · EIN 47-1566880 | Other Fees | $66,504 |
Service code 49 P.O. BOX 3789 · LITTLETON, CO 80161 | Other Services | $5,755 |
ALERUS FINANCIAL, N.A.1 year Filed as: ALERUS FINANCIAL Service code 49 | Other Services | $5,216 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,554 | $51,223+67.0% | $82,763+3.4% | $66,949+27.8% |
| Participation rate | 90.2% | 67.9%+22.3pp | 72.6%+17.7pp | 69.8%+20.4pp |
| Annual return | -16.63% | -9.85%-6.8pp | 702.45%-719.1pp | 1.57%-18.2pp |
| Employer contribution / active EE | $7,611 | $2,611+191.5% | $3,008+153.0% | $2,545+199.0% |
| Participant deferral / active EE | $6,963 | $3,460+101.2% | $4,395+58.4% | $4,239+64.3% |
| Admin fee / account holder | $32 | $415-92.2% | $5,325-99.4% | $594-94.5% |