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| Provider | Service type | Compensation |
|---|---|---|
ALERUS FINANCIAL, N.A.8+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $82,949 |
EVERHART ADVISORS8+ years Filed as: EVERHART FINANCIAL GROUP, INC. Service code 27 5890 VENTURE DRIVE D · DUBLIN, OH 43017 | Advisory (Plan) | $12,932 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,594 | $72,303-41.1% | $86,698-50.9% | $64,824-34.3% |
| Participation rate | 90.8% | 80.4%+10.4pp | 76.6%+14.2pp | 71.5%+19.3pp |
| Annual return | 3.50% | 392.77%-389.3pp | 35.96%-32.5pp | 32.84%-29.3pp |
| Employer contribution / active EE | $3,058 | $2,393+27.8% | $2,837+7.8% | $2,507+22.0% |
| Participant deferral / active EE | $3,508 | $4,660-24.7% | $4,656-24.7% | $4,311-18.6% |
| Admin fee / account holder | $218 | $174+25.2% | $7,492-97.1% | $188+16.0% |