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| Provider | Service type | Compensation |
|---|---|---|
EVERHART ADVISORS4 years Service code 27 5200 RINGS RD · DUBLIN, OH 43017 | Advisory (Plan) | $27,940 |
ASCENSUS LLC8 years Service code 15 · EIN 11-3665754 | Recordkeeping | $13,318 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,966 | $47,105+42.2% | $68,368-2.1% | $67,986-1.5% |
| Participation rate | 93.0% | 51.8%+41.2pp | 73.8%+19.3pp | 57.2%+35.8pp |
| Annual return | 15.71% | 48.37%-32.7pp | 292.57%-276.9pp | 31.67%-16.0pp |
| Employer contribution / active EE | $4,102 | $1,859+120.7% | $2,649+54.9% | $2,019+103.2% |
| Participant deferral / active EE | $6,586 | $2,374+177.4% | $4,123+59.8% | $3,358+96.1% |
| Admin fee / account holder | $146 | $2,435-94.0% | $5,150-97.2% | $3,203-95.4% |