Filed January 30, 2014 (most recent of 4 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $70,201 |
EVERHART ADVISORS4 years Filed as: EVERHART FINANCIAL GROUP Service code 27 535 METRO PLACE SOUTH · DUBLIN, OH 43017 | Advisory (Plan) | $35,870 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,144 | $69,255-60.8% | $105,582-74.3% | $69,255-60.8% |
| Participation rate | 86.0% | 69.0%+16.9pp | 71.8%+14.2pp | 69.0%+16.9pp |
| Annual return | 12.63% | 26.73%-14.1pp | 18.61%-6.0pp | 26.73%-14.1pp |
| Employer contribution / active EE | $1,488 | $2,645-43.7% | $2,984-50.1% | $2,645-43.7% |
| Participant deferral / active EE | $3,048 | $2,890+5.5% | $4,353-30.0% | $2,890+5.5% |
| Admin fee / account holder | $195 | $733-73.4% | $12,856-98.5% | $733-73.4% |