Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ALERUS FINANCIAL, N.A.9+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $120,411 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE INC. Service code 23 · EIN 46-0619194 | Insurance services | $16,590 |
Filed as: WATKINS, PAWLICK, CALATI & PRIFTI Service code 29 · EIN 83-2893229 | Legal | $12,348 |
SEBER TANS, PLC5 years Service code 10 · EIN 20-0503877 | Accounting | $10,135 |
MCGINTY ET AL9+ years Service code 29 · EIN 38-2060103 | Legal | $8,304 |
Service code 10 · EIN 38-2771156 | Accounting | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,107 | $76,696+110.1% | $96,538+66.9% | $71,529+125.2% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 15.01% | 48.32%-33.3pp | 35.74%-20.7pp | 28.97%-14.0pp |
| Employer contribution / active EE | $11,496 | $3,032+279.2% | $3,740+207.4% | $2,590+343.9% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $885 | $2,030-56.4% | $6,737-86.9% | $1,588-44.3% |