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 |
|---|---|---|
DIMEO SCHNEIDER & ASSOCIATES LLC3+ years Filed as: DIMEO SCHNEIDER & ASSOCIATES, LLC Service code 50 · EIN 36-4001764 | Direct Payment | $42,000 |
BMO HARRIS BANK NA3+ years Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $36,544 |
ALERUS FINANCIAL, N.A.3+ years Filed as: ALERUS RETIREMENT SOLUTIONS Service code 13 · EIN 45-6062081 | Contract Administrator | $35,868 |
RBC GLOBAL ASSET MANAGEMENT3+ years Service code 28 · EIN 41-1460668 | Investment Management | $25,460 |
CLIFTONLARSONALLEN LLP3+ years Service code 10 · EIN 41-0746749 | Accounting | $15,000 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 27 · EIN 22-1211670 | Advisory (Plan) | $11,454 |
WHITE PINE CAPITAL3+ years Filed as: WHITE PINES CAPITAL, LLC Service code 27 · EIN 41-1933144 | Advisory (Plan) | $4,596 |
Filed as: PRUDENTIAL TRUST CO. Service code 27 · EIN 23-6994310 | Advisory (Plan) | $1,077 |
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 | $40,113 | $60,545-33.7% | $92,240-56.5% | $69,631-42.4% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.5%+23.5pp | 70.7%+29.3pp |
| Annual return | 13.15% | 19.71%-6.6pp | 176.29%-163.1pp | 27571.02%-27557.9pp |
| Employer contribution / active EE | $2,026 | $2,633-23.1% | $3,680-44.9% | $2,032-0.3% |
| Participant deferral / active EE | $411 | $2,828-85.5% | $3,897-89.5% | $3,224-87.3% |
| Admin fee / account holder | $258 | $145+78.1% | $5,194-95.0% | $110+133.5% |