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| Provider | Service type | Compensation |
|---|---|---|
ALERUS FINANCIAL, N.A.2+ years Filed as: ALERUS RETIREMENT SOLUTIONS Service code 60 TWO PINE TREE DRIVE, SUITE 400 · ARDEN HILLS, MN 55112 | Sub-TA Fees | $51,719 |
AKT LLP2+ years Filed as: AKT WEALTH ADVISORS Service code 26 · EIN 93-1244319 | Advisory (Participants) | $6,586 |
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 | $30,865 | $36,916-16.4% | $156,551-80.3% | $57,658-46.5% |
| Participation rate | 89.6% | 63.4%+26.1pp | 84.0%+5.6pp | 70.2%+19.3pp |
| Annual return | 7.68% | 12.38%-4.7pp | 32.23%-24.6pp | 5.13%+2.5pp |
| Employer contribution / active EE | $1,250 | $1,571-20.4% | $5,501-77.3% | $1,974-36.7% |
| Participant deferral / active EE | $2,898 | $1,926+50.5% | $4,871-40.5% | $3,061-5.3% |
| Admin fee / account holder | $76 | $82-7.9% | $13,028-99.4% | $95-19.7% |