Filed December 2, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $26,980 |
EVERHART ADVISORS3+ years Filed as: EVERHEART FINANCIAL GROUP Service code 27 535 METRO PLACE SOUTH · DUBLIN, OH 43017 | Advisory (Plan) | $20,574 |
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 | $33,929 | $62,267-45.5% | $110,241-69.2% | $55,725-39.1% |
| Participation rate | 87.7% | 78.1%+9.6pp | 79.8%+7.9pp | 70.9%+16.8pp |
| Annual return | 9.94% | -1.07%+11.0pp | 314.75%-304.8pp | 244.93%-235.0pp |
| Employer contribution / active EE | $1,737 | $1,941-10.5% | $3,827-54.6% | $2,078-16.4% |
| Participant deferral / active EE | $2,909 | $3,516-17.3% | $4,672-37.7% | $3,356-13.3% |
| Admin fee / account holder | $170 | $121+41.0% | $8,548-98.0% | $115+48.0% |