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 |
|---|---|---|
WITHUMSMITH+BROWN, PC1+ years Filed as: MORRISON, BROWN, ARGIZ & FARRA, LLC Service code 10 · EIN 01-0720052 | Accounting | $22,000 |
ALERUS FINANCIAL, N.A.1+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $7,248 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,025 | $39,245+45.3% | $64,105-11.0% | $52,331+9.0% |
| Participation rate | 91.1% | 58.2%+32.9pp | 68.2%+23.0pp | 68.1%+23.0pp |
| Annual return | -2.27% | 14.79%-17.1pp | 791.24%-793.5pp | 4.54%-6.8pp |
| Employer contribution / active EE | $1,811 | $736+145.9% | $1,820-0.5% | $1,882-3.8% |
| Participant deferral / active EE | $3,425 | $1,992+72.0% | $2,822+21.4% | $3,022+13.3% |
| Admin fee / account holder | $101 | $592-83.0% | $4,499-97.8% | $592-83.0% |