Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FNB WEALTH MANAGEMENT6 years Service code 26 711 STATE STREET · ERIE, PA 16501 | Advisory (Participants) | $29,875 |
ALERUS FINANCIAL, N.A.6 years Filed as: ALERUS FINANCIAL, N. A. Service code 15 · EIN 45-6062081 | Recordkeeping | $15,378 |
HEBERLEIN AND FALK, PC1 year Service code 10 · EIN 26-0001555 | Accounting | $7,715 |
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 | $39,050 | $60,454-35.4% | $81,844-52.3% | $74,459-47.6% |
| Participation rate | 90.0% | 63.0%+27.0pp | 72.4%+17.6pp | 67.2%+22.8pp |
| Annual return | 8.09% | 16.87%-8.8pp | 778.87%-770.8pp | 1369.70%-1361.6pp |
| Employer contribution / active EE | $3,468 | $2,630+31.9% | $2,916+18.9% | $2,626+32.1% |
| Participant deferral / active EE | $0 | $3,398-100.0% | $4,323-100.0% | $4,350-100.0% |
| Admin fee / account holder | $240 | $1,490-83.9% | $7,355-96.7% | $1,945-87.7% |