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| Provider | Service type | Compensation |
|---|---|---|
DAVID ROMANO1+ years Filed as: DAVID VAUGHN INVESTMENTS Service code 27 · EIN 37-1272863 | Advisory (Plan) | $29,044 |
QUORUM CONSULTING GROUP1+ years Filed as: QUORUM GROUP Service code 13 · EIN 37-1331544 | Contract Administrator | $17,513 |
KERBER, ECK & BRAECKEL LLP1+ years Service code 10 · EIN 43-0352985 | Accounting | $17,260 |
CAVANAGH & O'HARA1+ years Filed as: CAVANAGH & OHARA Service code 29 · EIN 37-1259635 | Legal | $11,034 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $9,551 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,540 | $50,498-51.4% | $75,784-67.6% | $55,191-55.5% |
| Participation rate | 76.6% | 69.4%+7.2pp | 75.8%+0.8pp | 69.2%+7.5pp |
| Annual return | -1.64% | 1.80%-3.4pp | 9.68%-11.3pp | 10.78%-12.4pp |
| Employer contribution / active EE | $2,724 | $2,291+18.9% | $3,323-18.0% | $1,899+43.5% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,652-100.0% | $3,046-100.0% |
| Admin fee / account holder | $140 | $123+13.6% | $5,300-97.4% | $91+54.0% |