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| Provider | Service type | Compensation |
|---|---|---|
ALERUS FINANCIAL, N.A.2+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $45,853 |
EVERHART ADVISORS2+ years Filed as: EVERHART FINANCIAL GROUP, INC. Service code 27 5890 VENTURE DRIVE D · DUBLIN, OH 43017 | Advisory (Plan) | $8,979 |
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 | $54,155 | $60,165-10.0% | $74,184-27.0% | $55,167-1.8% |
| Participation rate | 84.8% | 74.2%+10.6pp | 76.6%+8.2pp | 69.0%+15.8pp |
| Annual return | 9.84% | 10.00%-0.2pp | 17.74%-7.9pp | 169.23%-159.4pp |
| Employer contribution / active EE | $3,174 | $1,600+98.4% | $2,370+33.9% | $1,963+61.7% |
| Participant deferral / active EE | $4,275 | $2,973+43.8% | $3,550+20.4% | $3,054+40.0% |
| Admin fee / account holder | $174 | $419-58.6% | $5,586-96.9% | $504-65.6% |