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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Service code 11 · EIN 82-3719843 | Actuarial | $66,395 |
Service code 50 2133 LURAY AVENUE · CINCINNATI, OH 45206 | Direct Payment | $21,788 |
Service code 27 2133 LURAY AVENUE · CINCINNATI, OH 45206 | Advisory (Plan) | $15,981 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Custodial (other than securities); Tr... | $15,168 |
Service code 10 · EIN 27-3858252 | Accounting | $14,200 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $290,873-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 27.8%-27.8pp | 0.0%0pp |
| Annual return | 14.54% | 8.76%+5.8pp | 7.19%+7.4pp | 8.76%+5.8pp |
| Employer contribution / active EE | $21,390 | $16,650+28.5% | $35,860-40.4% | $16,650+28.5% |
| Participant deferral / active EE | $0 | $948-100.0% | $162-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $1,724-100.0% | - |