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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 | $88,982-28.5% | $102,438-37.9% | $77,671-18.1% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.5%+23.5pp | 70.6%+29.4pp |
| Annual return | 16.22% | 25.01%-8.8pp | 29.37%-13.2pp | 31.21%-15.0pp |
| Employer contribution / active EE | $4,605 | $2,698+70.7% | $3,024+52.3% | $2,726+68.9% |
| Participant deferral / active EE | $4,987 | $5,144-3.0% | $5,054-1.3% | $4,648+7.3% |
| Admin fee / account holder | $198 | $236-15.8% | $9,448-97.9% | $430-53.9% |