Filed March 24, 2022
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $23,462 |
EVERHART ADVISORS1 year Filed as: EVERHART FINANCIAL GROUP DBA EVERHA Service code 27 · EIN 31-1440043 | Advisory (Plan) | $9,128 |
EDWARD JONES3 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $5,050 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,088 | $58,275-10.6% | $81,844-36.4% | $80,935-35.6% |
| Participation rate | 78.4% | 63.5%+14.9pp | 72.4%+6.0pp | 67.7%+10.7pp |
| Annual return | 21.34% | 41.82%-20.5pp | 778.87%-757.5pp | 35.66%-14.3pp |
| Employer contribution / active EE | $2,703 | $2,346+15.2% | $2,916-7.3% | $2,757-2.0% |
| Participant deferral / active EE | $3,218 | $3,285-2.0% | $4,323-25.6% | $4,299-25.1% |
| Admin fee / account holder | $237 | $4,749-95.0% | $7,355-96.8% | $6,924-96.6% |