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| Provider | Service type | Compensation |
|---|---|---|
NORTHEAST ADVISORS, INC.1 year Service code 26 · EIN 23-3044281 | Advisory (Participants) | $72,755 |
ALERUS FINANCIAL, N.A.1 year Service code 15 · EIN 45-6062081 | Recordkeeping | $16,732 |
Filed as: SNYDER & CLEMENTE Service code 10 · EIN 23-2535812 | Accounting | $11,850 |
IRA H. WEINSTOCK, P.C.1 year Filed as: IRA H. WIENSTOCK, P.C. Service code 29 · EIN 23-2080847 | Legal | $2,617 |
SEI INVESTMENTS1 year Filed as: SEI INVESTMENTS MANAGEMENT CORP Service code 21 · EIN 04-2452803 | Bank Trustee | $2,500 |
WELLS FARGO BANK, N.A.1 year Service code 21 · EIN 94-1347393 | Bank Trustee | $605 |
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 | $34,928 | $57,921-39.7% | $84,753-58.8% | $57,658-39.4% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 5.25% | 10.24%-5.0pp | 22.78%-17.5pp | 5.13%+0.1pp |
| Employer contribution / active EE | $995 | $2,598-61.7% | $3,574-72.2% | $1,974-49.6% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $211 | $130+62.8% | $5,333-96.0% | $95+123.3% |