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| Provider | Service type | Compensation |
|---|---|---|
EVERHART ADVISORS3 years Service code 27 535 METRO PLACE SOUTH · DUBLIN, OH 43017 | Advisory (Plan) | $24,882 |
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $11,597 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,340 | $60,504+1.4% | $81,882-25.1% | $74,478-17.6% |
| Participation rate | 87.5% | 62.9%+24.6pp | 72.4%+15.1pp | 67.2%+20.3pp |
| Annual return | 12.49% | 16.91%-4.4pp | 779.47%-767.0pp | 1370.56%-1358.1pp |
| Employer contribution / active EE | $3,555 | $2,627+35.4% | $2,916+21.9% | $2,626+35.4% |
| Participant deferral / active EE | $5,733 | $3,400+68.6% | $4,323+32.6% | $4,350+31.8% |
| Admin fee / account holder | $151 | $1,492-89.9% | $7,360-97.9% | $1,946-92.2% |