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| Provider | Service type | Compensation |
|---|---|---|
EVERHART ADVISORS2 years Service code 27 · EIN 31-1440043 | Advisory (Plan) | $28,373 |
Service code 15 · EIN 31-1299207 | Recordkeeping | $3,640 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $1,903 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $56 |
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 | $125,372 | $58,895+112.9% | $178,503-29.8% | $73,497+70.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 15.72% | 24.86%-9.1pp | 151.12%-135.4pp | 28.51%-12.8pp |
| Employer contribution / active EE | $4,851 | $2,236+117.0% | $5,011-3.2% | $2,270+113.7% |
| Participant deferral / active EE | $4,954 | $2,567+93.0% | $5,202-4.8% | $3,740+32.5% |
| Admin fee / account holder | $244 | $400-39.0% | $13,987-98.3% | $513-52.4% |