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| Provider | Service type | Compensation |
|---|---|---|
NORTHEAST ADVISORS, INC.9 years Service code 26 · EIN 23-3044281 | Advisory (Participants) | $45,069 |
ALERUS FINANCIAL, N.A.9 years Service code 15 · EIN 45-6062081 | Recordkeeping | $30,474 |
Filed as: SNYDER & CLEMENTE Service code 10 · EIN 23-2535812 | Accounting | $13,500 |
IRA GROUP5 years Filed as: IRA H. WEINSTOCK Service code 29 800 N. SECOND ST. · HARRISBURG, PA 17102 | Legal | $304 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,642 | $82,972-40.2% | $103,374-52.0% | $77,671-36.1% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 13.29% | 19.14%-5.9pp | 24.89%-11.6pp | 31.21%-17.9pp |
| Employer contribution / active EE | $2,169 | $3,554-39.0% | $3,869-43.9% | $2,726-20.4% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,058-100.0% | $4,648-100.0% |
| Admin fee / account holder | $184 | $639-71.1% | $8,394-97.8% | $430-57.2% |