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| Provider | Service type | Compensation |
|---|---|---|
ALERUS FINANCIAL, N.A.4+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $60,776 |
EVERHART ADVISORS4+ years Filed as: EVERHART FINANCIAL GROUP, INC. Service code 27 5890 VENTURE DRIVE D · DUBLIN, OH 43017 | Advisory (Plan) | $9,172 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $57,615 | $59,191-2.7% | $76,767-24.9% | $56,289+2.4% |
| Participation rate | 77.6% | 75.2%+2.4pp | 77.0%+0.6pp | 69.9%+7.7pp |
| Annual return | -7.71% | 6.62%-14.3pp | 2.43%-10.1pp | -9.96%+2.2pp |
| Employer contribution / active EE | $3,027 | $1,759+72.1% | $2,485+21.8% | $2,111+43.4% |
| Participant deferral / active EE | $3,319 | $3,255+2.0% | $3,852-13.8% | $3,350-0.9% |
| Admin fee / account holder | $243 | $489-50.4% | $6,675-96.4% | $521-53.4% |