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| Provider | Service type | Compensation |
|---|---|---|
EVERHART ADVISORS3 years Service code 27 · EIN 31-1440043 | Advisory (Plan) | $37,769 |
Service code 15 · EIN 31-1299207 | Recordkeeping | $3,516 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $2,217 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,558 | $61,172+133.0% | $185,851-23.3% | $79,389+79.6% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 12.14% | 19.45%-7.3pp | 122.11%-110.0pp | 116.89%-104.8pp |
| Employer contribution / active EE | $5,959 | $2,321+156.8% | $5,168+15.3% | $2,428+145.4% |
| Participant deferral / active EE | $5,796 | $2,788+107.9% | $5,569+4.1% | $4,046+43.3% |
| Admin fee / account holder | $273 | $710-61.5% | $16,245-98.3% | $626-56.4% |