Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $16,575 |
PENDO ADVISORS1 year Filed as: PENDO Service code 34 · EIN 36-4072641 | Direct payment from the plan; Valuati... | $15,750 |
ALERUS FINANCIAL, N.A.1 year Filed as: ALERUS Service code 21 · EIN 45-0140105 | Bank Trustee | $15,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,198 | $68,681-73.5% | $86,625-79.0% | $85,851-78.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 71.6%+28.4pp | 69.3%+30.7pp |
| Annual return | -16.23% | 20.12%-36.4pp | 63.52%-79.8pp | 318.63%-334.9pp |
| Employer contribution / active EE | $4,612 | $1,880+145.2% | $2,496+84.8% | $2,565+79.8% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $3,700-100.0% | $3,952-100.0% |
| Admin fee / account holder | $412 | $5,974-93.1% | $5,830-92.9% | $6,261-93.4% |