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| Provider | Service type | Compensation |
|---|---|---|
AKT LLP2+ years Filed as: AKT WEALTH ADVISORS, LLC Service code 28 · EIN 93-1244319 | Investment Management | $56,832 |
ALERUS FINANCIAL, N.A.2+ years Filed as: ALERUS RETIREMENT SOLUTION Service code 15 · EIN 45-6062081 | Recordkeeping | $31,242 |
Filed as: NORTHWEST PLAN SERVICES Service code 13 5446 CALIFORNIA AVE SW#200 · SEATTLE, WA 98136 | Contract Administrator | $10,710 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $103,137 | $52,467+96.6% | $57,196+80.3% | $55,167+87.0% |
| Participation rate | 99.2% | 75.8%+23.4pp | 75.3%+23.9pp | 69.0%+30.2pp |
| Annual return | 6.40% | 7.72%-1.3pp | 14.59%-8.2pp | 169.23%-162.8pp |
| Employer contribution / active EE | $10,020 | $2,477+304.4% | $2,683+273.5% | $1,963+410.5% |
| Participant deferral / active EE | $1,674 | $2,830-40.8% | $3,096-45.9% | $3,054-45.2% |
| Admin fee / account holder | $505 | $269+87.8% | $3,141-83.9% | $504+0.3% |