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| Provider | Service type | Compensation |
|---|---|---|
AKT LLP1+ years Filed as: AKT WEALTH ADVISORS Service code 26 · EIN 93-1244319 | Advisory (Participants) | $34,627 |
ALERUS FINANCIAL, N.A.1+ years Filed as: ALERUS RETIREMENT SOLUTIONS Service code 59 TWO PINE TREE DRIVE, SUITE 400 · ARDEN HILLS, MN 55112 | Shareholder Servicing | $21,994 |
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 | $26,501 | $37,117-28.6% | $147,617-82.0% | $55,191-52.0% |
| Participation rate | 86.3% | 63.6%+22.7pp | 84.6%+1.7pp | 69.2%+17.2pp |
| Annual return | 0.46% | 3.44%-3.0pp | 61.98%-61.5pp | 10.78%-10.3pp |
| Employer contribution / active EE | $1,055 | $1,620-34.9% | $5,564-81.0% | $1,899-44.5% |
| Participant deferral / active EE | $2,592 | $1,985+30.6% | $4,895-47.1% | $3,046-14.9% |
| Admin fee / account holder | $72 | $86-15.5% | $11,612-99.4% | $91-20.3% |