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| Provider | Service type | Compensation |
|---|---|---|
ALERUS FINANCIAL, N.A.5+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $53,782 |
EVERHART ADVISORS5+ years Filed as: EVERHART FINANCIAL GROUP, INC. Service code 27 5890 VENTURE DRIVE D · DUBLIN, OH 43017 | Advisory (Plan) | $7,993 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $46,320 | $65,378-29.2% | $87,103-46.8% | $65,186-28.9% |
| Participation rate | 96.7% | 75.3%+21.4pp | 76.9%+19.9pp | 70.2%+26.5pp |
| Annual return | 19.46% | 31.28%-11.8pp | 28.19%-8.7pp | 29.39%-9.9pp |
| Employer contribution / active EE | $4,003 | $1,823+119.6% | $2,521+58.8% | $2,177+83.9% |
| Participant deferral / active EE | $3,865 | $3,389+14.1% | $4,049-4.5% | $3,514+10.0% |
| Admin fee / account holder | $156 | $520-70.0% | $7,491-97.9% | $847-81.6% |