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 |
|---|---|---|
RBC WEALTH MANAGEMENT10+ years Service code 16 · EIN 41-1416330 | Consulting | $45,000 |
ALERUS FINANCIAL, N.A.10+ years Filed as: ALERUS RETIREMENT SOLUTIONS Service code 15 · EIN 45-6062081 | Recordkeeping | $29,842 |
WILSON-MCSHANE CORPORATION10+ years Filed as: WILSON MCSHANE CORPORATION Service code 10 · EIN 41-0956552 | Accounting | $26,068 |
ANDREW FAIR, ESQ.7 years Filed as: ANDREW, BRANSKY & POOLE, P.A. Service code 29 · EIN 41-1502219 | Legal | $13,493 |
LEGACY PROFESSIONALS LLP10+ years Service code 10 · EIN 32-0043599 | Accounting | $12,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,645 | $55,402-30.2% | $76,089-49.2% | $77,714-50.3% |
| Participation rate | 100.0% | 63.6%+36.4pp | 69.1%+30.9pp | 70.6%+29.4pp |
| Annual return | 11.56% | 17.09%-5.5pp | 360.94%-349.4pp | 31.26%-19.7pp |
| Employer contribution / active EE | $2,718 | $1,789+51.9% | $2,690+1.0% | $2,727-0.3% |
| Participant deferral / active EE | $821 | $3,450-76.2% | $4,259-80.7% | $4,649-82.3% |
| Admin fee / account holder | $182 | $410-55.6% | $6,418-97.2% | $433-58.0% |