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| Provider | Service type | Compensation |
|---|---|---|
NORTHEAST ADVISORS, INC.3 years Service code 26 · EIN 23-3044281 | Advisory (Participants) | $62,878 |
Filed as: SNYDER & CLEMENTE Service code 10 · EIN 23-2535812 | Accounting | $12,850 |
IRA H. WEINSTOCK, P.C.3 years Filed as: IRA H. WIENSTOCK, P.C. Service code 29 · EIN 23-2080847 | Legal | $3,206 |
ALERUS FINANCIAL, N.A.3 years Service code 15 · EIN 45-6062081 | Recordkeeping | $2,470 |
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 | $33,955 | $56,443-39.8% | $83,831-59.5% | $55,725-39.1% |
| Participation rate | 98.3% | 72.0%+26.3pp | 76.1%+22.1pp | 70.9%+27.4pp |
| Annual return | -6.14% | 393.67%-399.8pp | 850.99%-857.1pp | 244.93%-251.1pp |
| Employer contribution / active EE | $2,217 | $2,682-17.3% | $3,631-38.9% | $2,078+6.7% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $165 | $156+5.7% | $5,479-97.0% | $115+43.4% |