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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 | $45,266-21.6% | $103,693-65.8% | $65,306-45.7% |
| Participation rate | 88.9% | 53.3%+35.6pp | 72.6%+16.3pp | 57.7%+31.3pp |
| Annual return | 5.68% | 25.10%-19.4pp | 47.61%-41.9pp | 21.94%-16.3pp |
| Employer contribution / active EE | $2,981 | $1,765+68.8% | $2,920+2.1% | $1,967+51.5% |
| Participant deferral / active EE | $0 | $2,099-100.0% | $4,579-100.0% | $2,959-100.0% |
| Admin fee / account holder | $33 | $3,221-99.0% | $7,858-99.6% | $3,480-99.1% |