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| Provider | Service type | Compensation |
|---|---|---|
ALERUS FINANCIAL, N.A.2 years Filed as: ALERUS RETIREMENT SOLUTIONS Service code 15 · EIN 45-0140105 2300 S COLUMBIA RD · GRAND FORKS, ND 58201 | Recordkeeping | $12,229 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,845 | $101,653-35.2% | $147,080-55.2% | $74,459-11.6% |
| Participation rate | 89.3% | 75.6%+13.7pp | 82.2%+7.1pp | 67.2%+22.1pp |
| Annual return | 16.16% | 8754.98%-8738.8pp | 420.17%-404.0pp | 1369.70%-1353.5pp |
| Employer contribution / active EE | $2,578 | $3,813-32.4% | $4,933-47.7% | $2,626-1.8% |
| Participant deferral / active EE | $7,043 | $7,304-3.6% | $8,066-12.7% | $4,350+61.9% |
| Admin fee / account holder | $92 | $1,752-94.8% | $12,989-99.3% | $1,945-95.3% |