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| Provider | Service type | Compensation |
|---|---|---|
EVERHART ADVISORS7+ years Service code 27 · EIN 31-1440043 | Advisory (Plan) | $21,275 |
ASCENSUS LLC5 years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $19,963 |
Filed as: TRINITY PENSION CONSULTANTS, INC. Service code 11 202 MONTROSE WEST AVE · COPLEY, OH 44321 | Actuarial | $1,800 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,854 | $62,715-39.6% | $104,299-63.7% | $66,949-43.5% |
| Participation rate | 93.5% | 59.6%+33.9pp | 73.3%+20.2pp | 69.8%+23.7pp |
| Annual return | -16.53% | -14.70%-1.8pp | 24.62%-41.2pp | 1.57%-18.1pp |
| Employer contribution / active EE | $1,295 | $1,976-34.5% | $3,373-61.6% | $2,545-49.1% |
| Participant deferral / active EE | $3,546 | $2,852+24.4% | $4,626-23.3% | $4,239-16.3% |
| Admin fee / account holder | $195 | $657-70.3% | $7,339-97.3% | $594-67.2% |