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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 25 MERCHANT STREET · CINCINNATI, OH 45246 | Actuarial | $19,750 |
EVERHART ADVISORS2+ 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 | $9,556,684-100.0% | $247,553-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.4%-50.4pp | 2.4%-2.4pp |
| Annual return | 8.22% | 9.92%-1.7pp | 32.33%-24.1pp | 22.81%-14.6pp |
| Employer contribution / active EE | $13,766 | $16,139-14.7% | $33,960-59.5% | $18,290-24.7% |
| Participant deferral / active EE | $0 | $0 | $43-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $10,141-100.0% | $85,222-100.0% |