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| Provider | Service type | Compensation |
|---|---|---|
ALERUS FINANCIAL, N.A.3+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $48,586 |
EVERHART ADVISORS3+ years Filed as: EVERHART FINANCIAL GROUP, INC. Service code 27 5890 VENTURE DRIVE D · DUBLIN, OH 43017 | Advisory (Plan) | $10,117 |
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 | $54,834 | $64,909-15.5% | $82,312-33.4% | $62,293-12.0% |
| Participation rate | 90.8% | 74.9%+15.9pp | 76.9%+13.9pp | 69.5%+21.3pp |
| Annual return | 17.84% | 21.18%-3.3pp | 25.88%-8.0pp | 28.90%-11.1pp |
| Employer contribution / active EE | $3,587 | $1,676+114.0% | $2,428+47.7% | $2,042+75.6% |
| Participant deferral / active EE | $4,382 | $3,103+41.2% | $3,706+18.2% | $3,169+38.3% |
| Admin fee / account holder | $170 | $440-61.4% | $5,608-97.0% | $479-64.6% |