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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $23,264 |
EVERHART ADVISORS3 years Service code 27 535 METRO PLACE SOUTH · DUBLIN, OH 43017 | Advisory (Plan) | $11,980 |
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 | $12,255 | $45,119-72.8% | $85,126-85.6% | $74,429-83.5% |
| Participation rate | 76.8% | 49.4%+27.4pp | 67.5%+9.3pp | 67.2%+9.6pp |
| Annual return | 14.51% | 26.28%-11.8pp | 66.63%-52.1pp | 1368.38%-1353.9pp |
| Employer contribution / active EE | $1,129 | $1,460-22.7% | $2,731-58.7% | $2,625-57.0% |
| Participant deferral / active EE | $1,763 | $2,738-35.6% | $4,523-61.0% | $4,348-59.4% |
| Admin fee / account holder | $116 | $2,214-94.8% | $6,160-98.1% | $1,944-94.0% |