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 |
|---|---|---|
NORTHEAST ADVISORS, INC.6 years Service code 26 · EIN 23-3044281 | Advisory (Participants) | $54,631 |
ALERUS FINANCIAL, N.A.6 years Service code 15 · EIN 45-6062081 | Recordkeeping | $38,320 |
Filed as: SNYDER & CLEMENTE Service code 10 · EIN 23-2535812 | Accounting | $12,500 |
IRA GROUP2 years Filed as: IRA H. WEINSTOCK Service code 29 800 N. SECOND ST. · HARRISBURG, PA 17102 | Legal | $1,495 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,813 | $78,275-32.5% | $109,173-51.6% | $86,821-39.2% |
| Participation rate | 97.7% | 73.8%+23.9pp | 75.9%+21.8pp | 72.3%+25.4pp |
| Annual return | 14.75% | 19.14%-4.4pp | 25.75%-11.0pp | 97.94%-83.2pp |
| Employer contribution / active EE | $1,359 | $3,105-56.2% | $3,723-63.5% | $2,406-43.5% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,654-100.0% | $4,132-100.0% |
| Admin fee / account holder | $220 | $198+10.7% | $6,755-96.7% | $170+29.6% |