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| Provider | Service type | Compensation |
|---|---|---|
EVERENCE TRUST COMPANY1+ years Service code 27 · EIN 35-2140529 | Advisory (Plan) | $4,866 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $14,693 | $43,423-66.2% | $78,676-81.3% | $55,167-73.4% |
| Participation rate | 61.9% | 68.0%-6.1pp | 73.6%-11.7pp | 69.0%-7.1pp |
| Annual return | 11.75% | 11.53%+0.2pp | 62.19%-50.4pp | 169.23%-157.5pp |
| Employer contribution / active EE | $2,454 | $1,997+22.9% | $2,850-13.9% | $1,963+25.1% |
| Participant deferral / active EE | $0 | $2,509-100.0% | $3,517-100.0% | $3,054-100.0% |
| Admin fee / account holder | $50 | $416-88.1% | $4,510-98.9% | $504-90.2% |