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| Provider | Service type | Compensation |
|---|---|---|
FNB WEALTH MANAGEMENT4 years Service code 26 711 STATE STREET · ERIE, PA 16501 | Advisory (Participants) | $34,076 |
ALERUS FINANCIAL, N.A.4 years Filed as: ALERUS FINANCIAL, N. A. Service code 15 · EIN 45-6062081 | Recordkeeping | $33,073 |
FELIX & GLOEKLER7+ years Service code 10 · EIN 26-0001555 | Accounting | $7,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $38,600 | $51,223-24.6% | $82,763-53.4% | $66,949-42.3% |
| Participation rate | 90.6% | 67.9%+22.7pp | 72.6%+18.0pp | 69.8%+20.8pp |
| Annual return | -10.31% | -9.85%-0.5pp | 702.45%-712.8pp | 1.57%-11.9pp |
| Employer contribution / active EE | $2,939 | $2,611+12.6% | $3,008-2.3% | $2,545+15.5% |
| Participant deferral / active EE | $134 | $3,460-96.1% | $4,395-96.9% | $4,239-96.8% |
| Admin fee / account holder | $282 | $415-32.0% | $5,325-94.7% | $594-52.4% |