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| Provider | Service type | Compensation |
|---|---|---|
ALERUS FINANCIAL, N.A.10+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $71,589 |
EVERHART ADVISORS10+ years Filed as: EVERHART FINANCIAL GROUP, INC. Service code 27 5890 VENTURE DRIVE D · DUBLIN, OH 43017 | Advisory (Plan) | $13,658 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,591 | $89,123-28.6% | $102,460-37.9% | $77,762-18.2% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.5%+23.5pp | 70.6%+29.4pp |
| Annual return | 16.22% | 25.05%-8.8pp | 29.47%-13.3pp | 31.27%-15.1pp |
| Employer contribution / active EE | $4,605 | $2,700+70.6% | $3,025+52.2% | $2,728+68.8% |
| Participant deferral / active EE | $4,987 | $5,148-3.1% | $5,056-1.4% | $4,651+7.2% |
| Admin fee / account holder | $198 | $236-16.0% | $9,460-97.9% | $433-54.2% |