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| Provider | Service type | Compensation |
|---|---|---|
EVERHART ADVISORS6+ years Service code 27 · EIN 31-1440043 | Advisory (Plan) | $21,433 |
ASCENSUS LLC4 years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $20,244 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,887 | $65,862-30.3% | $124,694-63.2% | $79,389-42.2% |
| Participation rate | 90.7% | 62.2%+28.5pp | 74.6%+16.1pp | 70.7%+20.0pp |
| Annual return | 14.50% | 19.02%-4.5pp | 5144.82%-5130.3pp | 116.89%-102.4pp |
| Employer contribution / active EE | $1,184 | $1,883-37.1% | $3,325-64.4% | $2,428-51.2% |
| Participant deferral / active EE | $3,328 | $2,772+20.1% | $4,615-27.9% | $4,046-17.7% |
| Admin fee / account holder | $206 | $673-69.4% | $7,495-97.3% | $626-67.2% |