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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 | $47,553-25.4% | $136,867-74.1% | $69,733-49.1% |
| Participation rate | 88.9% | 61.4%+27.6pp | 74.5%+14.4pp | 62.5%+26.5pp |
| Annual return | 5.68% | -91.50%+97.2pp | 42.97%-37.3pp | 15.22%-9.5pp |
| Employer contribution / active EE | $2,981 | $2,087+42.8% | $3,547-16.0% | $2,250+32.5% |
| Participant deferral / active EE | $0 | $2,300-100.0% | $4,924-100.0% | $3,054-100.0% |
| Admin fee / account holder | $33 | $3,496-99.1% | $10,340-99.7% | $3,102-98.9% |