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| Provider | Service type | Compensation |
|---|---|---|
ALERUS FINANCIAL, N.A.9+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $75,619 |
EVERHART ADVISORS9+ years Filed as: EVERHART FINANCIAL GROUP, INC. Service code 27 5890 VENTURE DRIVE D · DUBLIN, OH 43017 | Advisory (Plan) | $13,621 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,778 | $99,168-54.8% | $96,534-53.6% | $74,460-39.9% |
| Participation rate | 81.8% | 80.7%+1.1pp | 76.0%+5.8pp | 70.7%+11.0pp |
| Annual return | 20.22% | 22.40%-2.2pp | 25.88%-5.7pp | 34.38%-14.2pp |
| Employer contribution / active EE | $4,035 | $2,570+57.0% | $2,965+36.1% | $2,638+53.0% |
| Participant deferral / active EE | $4,006 | $4,936-18.8% | $4,851-17.4% | $4,530-11.6% |
| Admin fee / account holder | $168 | $225-25.1% | $8,253-98.0% | $348-51.6% |