Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: SECURIAN FINANCIAL SERVICES, INC. Service code 55 400 ROBERT STREET NORTH · ST. PAUL, MN 55101 | Other Commissions | $61,642 |
ALERUS FINANCIAL, N.A.3 years Filed as: ALERUS Service code 15 · EIN 45-6062081 | Recordkeeping | $2,030 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,650 | $101,591+17.8% | $147,096-18.7% | $74,429+60.8% |
| Participation rate | 96.7% | 75.5%+21.2pp | 82.2%+14.5pp | 67.2%+29.5pp |
| Annual return | 18.07% | 8746.45%-8728.4pp | 419.75%-401.7pp | 1368.38%-1350.3pp |
| Employer contribution / active EE | $4,834 | $3,813+26.8% | $4,936-2.1% | $2,625+84.2% |
| Participant deferral / active EE | $7,495 | $7,302+2.6% | $8,071-7.1% | $4,348+72.4% |
| Admin fee / account holder | $330 | $1,750-81.1% | $13,005-97.5% | $1,944-83.0% |