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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 | $45,900-22.7% | $94,057-62.3% | $64,340-44.8% |
| Participation rate | 88.9% | 50.6%+38.4pp | 73.3%+15.6pp | 55.2%+33.7pp |
| Annual return | 5.68% | 50.47%-44.8pp | 480.62%-474.9pp | 24.14%-18.5pp |
| Employer contribution / active EE | $2,981 | $1,612+84.9% | $2,933+1.6% | $1,862+60.1% |
| Participant deferral / active EE | $0 | $2,102-100.0% | $4,709-100.0% | $2,980-100.0% |
| Admin fee / account holder | $33 | $3,143-99.0% | $7,244-99.5% | $3,703-99.1% |