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| Provider | Service type | Compensation |
|---|---|---|
ALERUS FINANCIAL, N.A.5 years Filed as: ALERUS FINANCIAL, N. A. Service code 15 · EIN 45-6062081 | Recordkeeping | $37,107 |
FNB WEALTH MANAGEMENT5 years Service code 26 711 STATE STREET · ERIE, PA 16501 | Advisory (Participants) | $29,875 |
FELIX & GLOEKLER8+ years Service code 10 · EIN 26-0001555 | Accounting | $7,520 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $37,414 | $58,312-35.8% | $86,656-56.8% | $71,529-47.7% |
| Participation rate | 92.1% | 65.0%+27.1pp | 71.7%+20.4pp | 67.9%+24.2pp |
| Annual return | 0.08% | 24.08%-24.0pp | 593.09%-593.0pp | 28.97%-28.9pp |
| Employer contribution / active EE | $3,396 | $2,576+31.8% | $3,025+12.3% | $2,590+31.1% |
| Participant deferral / active EE | $46 | $3,439-98.7% | $4,439-99.0% | $4,291-98.9% |
| Admin fee / account holder | $224 | $1,057-78.8% | $5,619-96.0% | $1,588-85.9% |