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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 34-1660652 108 W WESTERN RESERVE RD. · YOUNGSTOWN, OH 44514 | Advisory (Plan) | $53,932 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,831 |
BEARD PENSION SERVICES, INC.5 years Service code 13 · EIN 34-1760227 108 W WESTERN RESERVE RD · YOUNGSTOWN, OH 44514 | Contract Administrator | $5,600 |
Filed as: ADVISED ASSETS GROUP,LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,106 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,908 | $84,936+4.7% | $111,303-20.1% | $79,393+12.0% |
| Participation rate | 94.7% | 75.9%+18.9pp | 77.3%+17.4pp | 70.7%+24.0pp |
| Annual return | 12.63% | 17.45%-4.8pp | 54.66%-42.0pp | 116.87%-104.2pp |
| Employer contribution / active EE | $2,693 | $1,979+36.1% | $2,731-1.4% | $2,428+10.9% |
| Participant deferral / active EE | $4,645 | $3,888+19.5% | $4,487+3.5% | $4,046+14.8% |
| Admin fee / account holder | $278 | $537-48.2% | $7,966-96.5% | $627-55.6% |