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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 25 MERCHANT STREET · CINCINNATI, OH 45246 | Actuarial | $19,750 |
EVERHART ADVISORS1+ years Service code 28 2 PRESTIGE PLACE · MIAMISBURG, OH 45342 | Investment Management | $9,277 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,234-100.0% | $267,477-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 24.1%-24.1pp | 35.5%-35.5pp | 5.6%-5.6pp |
| Annual return | -7.10% | -14.45%+7.4pp | -38.86%+31.8pp | 39.82%-46.9pp |
| Employer contribution / active EE | $9,915 | $14,058-29.5% | $37,752-73.7% | $19,980-50.4% |
| Participant deferral / active EE | $0 | $0 | $16-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $77-100.0% | $16,942-100.0% | $62-100.0% |