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| Provider | Service type | Compensation |
|---|---|---|
DAVID ROMANO3+ years Filed as: DAVID VAUGHN INVESTMENTS Service code 27 · EIN 37-1272863 | Advisory (Plan) | $32,171 |
KERBER, ECK & BRAECKEL LLP3+ years Service code 10 · EIN 43-0352985 | Accounting | $24,149 |
QUORUM CONSULTING GROUP3+ years Filed as: QUORUM GROUP Service code 13 · EIN 37-1331544 | Contract Administrator | $16,966 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $10,601 |
CAVANAGH & O'HARA1 year Service code 29 · EIN 37-1259635 | Legal | $5,729 |
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 | $32,082 | $60,545-47.0% | $92,240-65.2% | $69,631-53.9% |
| Participation rate | 62.9% | 72.2%-9.2pp | 76.5%-13.6pp | 70.7%-7.8pp |
| Annual return | 15.00% | 19.71%-4.7pp | 176.29%-161.3pp | 27571.02%-27556.0pp |
| Employer contribution / active EE | $2,059 | $2,633-21.8% | $3,680-44.1% | $2,032+1.3% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $157 | $145+8.4% | $5,194-97.0% | $110+42.2% |