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 | $58,241-10.6% | $81,780-36.3% | $80,911-35.6% |
| Participation rate | 78.4% | 63.4%+14.9pp | 72.4%+6.0pp | 67.6%+10.7pp |
| Annual return | 21.34% | 41.73%-20.4pp | 776.27%-754.9pp | 35.63%-14.3pp |
| Employer contribution / active EE | $2,703 | $2,343+15.3% | $2,914-7.2% | $2,756-1.9% |
| Participant deferral / active EE | $3,218 | $3,283-2.0% | $4,321-25.5% | $4,297-25.1% |
| Admin fee / account holder | $237 | $4,973-95.2% | $7,384-96.8% | $6,935-96.6% |