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| Provider | Service type | Compensation |
|---|---|---|
FNB WEALTH MANAGEMENT7 years Service code 26 711 STATE STREET · ERIE, PA 16501 | Advisory (Participants) | $33,490 |
ALERUS FINANCIAL, N.A.7 years Filed as: ALERUS FINANCIAL, N. A. Service code 15 · EIN 45-6062081 | Recordkeeping | $9,819 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,493 | $47,105-24.7% | $68,368-48.1% | $67,986-47.8% |
| Participation rate | 88.9% | 51.8%+37.1pp | 73.8%+15.2pp | 57.2%+31.7pp |
| Annual return | 5.68% | 48.37%-42.7pp | 292.57%-286.9pp | 31.67%-26.0pp |
| Employer contribution / active EE | $2,981 | $1,859+60.4% | $2,649+12.5% | $2,019+47.6% |
| Participant deferral / active EE | $0 | $2,374-100.0% | $4,123-100.0% | $3,358-100.0% |
| Admin fee / account holder | $33 | $2,435-98.7% | $5,150-99.4% | $3,203-99.0% |