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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALDRICH WEALTH ADVISORS Service code 28 · EIN 93-1244319 | Investment Management | $27,397 |
ALERUS FINANCIAL, N.A.3+ years Filed as: ALERUS RETIREMENT SOLUTIONS Service code 60 · EIN 45-6062081 | Sub-TA Fees | $9,746 |
Filed as: TALBOT, KORVOLA, WARWICK, LLP Service code 10 · EIN 93-0954337 | Accounting | $8,000 |
Filed as: ALDRICH RETIREMENT SOLUTIONS LLP Service code 49 · EIN 93-1307583 | Other Services | $7,562 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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.
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 | $42,427 | $198,470-78.6% | $170,444-75.1% | $147,585-71.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.53% | 257.30%-243.8pp | 205.94%-192.4pp | 578.56%-565.0pp |
| Employer contribution / active EE | $13,916 | $6,184+125.0% | $5,433+156.1% | $4,876+185.4% |
| Participant deferral / active EE | $15,973 | $5,629+183.7% | $4,939+223.4% | $5,439+193.7% |
| Admin fee / account holder | $364 | $16,852-97.8% | $13,881-97.4% | $10,885-96.7% |