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| Provider | Service type | Compensation |
|---|---|---|
EVERHART ADVISORS3+ years Service code 27 · EIN 31-1440043 | Advisory (Plan) | $14,984 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $13,555 |
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 | $24,836 | $65,557-62.1% | $105,736-76.5% | $56,289-55.9% |
| Participation rate | 93.2% | 63.4%+29.8pp | 76.3%+16.9pp | 69.9%+23.4pp |
| Annual return | -5.76% | -1.32%-4.4pp | 6.27%-12.0pp | -9.96%+4.2pp |
| Employer contribution / active EE | $891 | $1,788-50.2% | $3,268-72.7% | $2,111-57.8% |
| Participant deferral / active EE | $2,591 | $2,418+7.2% | $4,080-36.5% | $3,350-22.6% |
| Admin fee / account holder | $155 | $561-72.3% | $6,913-97.8% | $521-70.2% |