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 |
|---|---|---|
ALERUS FINANCIAL, N.A.1+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $53,337 |
EVERHART ADVISORS1+ years Filed as: EVERHART FINANCIAL GROUP, INC. Service code 27 5890 VENTURE DRIVE D · DUBLIN, OH 43017 | Advisory (Plan) | $9,699 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $36,772 | $54,320-32.3% | $67,652-45.6% | $52,331-29.7% |
| Participation rate | 97.6% | 73.6%+24.0pp | 75.7%+21.9pp | 68.1%+29.5pp |
| Annual return | -1.56% | 6.81%-8.4pp | 6625.40%-6627.0pp | 4.54%-6.1pp |
| Employer contribution / active EE | $3,050 | $1,544+97.6% | $2,266+34.6% | $1,882+62.1% |
| Participant deferral / active EE | $3,735 | $2,950+26.6% | $3,560+4.9% | $3,022+23.6% |
| Admin fee / account holder | $150 | $527-71.6% | $4,821-96.9% | $592-74.7% |