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| Provider | Service type | Compensation |
|---|---|---|
DAVID ROMANO2+ years Filed as: DAVID VAUGHN INVESTMENTS Service code 27 · EIN 37-1272863 | Advisory (Plan) | $29,043 |
KERBER, ECK & BRAECKEL LLP2+ years Service code 10 · EIN 43-0352985 | Accounting | $27,303 |
QUORUM CONSULTING GROUP2+ years Filed as: QUORUM GROUP Service code 13 · EIN 37-1331544 | Contract Administrator | $21,681 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $9,883 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,175 | $57,921-53.1% | $84,753-67.9% | $57,658-52.9% |
| Participation rate | 68.5% | 72.9%-4.4pp | 76.6%-8.1pp | 70.2%-1.7pp |
| Annual return | 6.97% | 10.24%-3.3pp | 22.78%-15.8pp | 5.13%+1.8pp |
| Employer contribution / active EE | $2,292 | $2,598-11.8% | $3,574-35.9% | $1,974+16.1% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $160 | $130+23.6% | $5,333-97.0% | $95+69.5% |