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| Provider | Service type | Compensation |
|---|---|---|
EVERHART ADVISORS8+ years Service code 27 · EIN 31-1440043 | Advisory (Plan) | $21,885 |
ASCENSUS LLC6 years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $18,338 |
TRINITY PENSION CONSULTANTS2 years Filed as: TRINITY PENSION CONSULTANTS, INC. Service code 11 202 MONTROSE WEST AVE · COPLEY, OH 44321 | Actuarial | $2,733 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,417 | $57,763-23.1% | $112,228-60.4% | $71,529-37.9% |
| Participation rate | 91.9% | 58.9%+33.0pp | 72.4%+19.5pp | 67.9%+24.0pp |
| Annual return | 18.07% | 18.26%-0.2pp | 30.23%-12.2pp | 28.97%-10.9pp |
| Employer contribution / active EE | $1,304 | $1,916-32.0% | $3,432-62.0% | $2,590-49.7% |
| Participant deferral / active EE | $3,464 | $2,865+20.9% | $4,800-27.8% | $4,291-19.3% |
| Admin fee / account holder | $189 | $1,563-87.9% | $7,752-97.6% | $1,588-88.1% |