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| Provider | Service type | Compensation |
|---|---|---|
DAVID ROMANO4+ years Filed as: DAVID VAUGHN INVESTMENTS Service code 27 · EIN 37-1272863 | Advisory (Plan) | $51,819 |
KERBER, ECK & BRAECKEL LLP4+ years Service code 10 · EIN 43-0352985 | Accounting | $44,590 |
QUORUM CONSULTING GROUP4+ years Filed as: QUORUM GROUP Service code 13 · EIN 37-1331544 | Contract Administrator | $24,715 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $10,230 |
CAVANAGH & O'HARA2 years Service code 29 · EIN 37-1259635 | Legal | $9,079 |
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 | $29,989 | $56,443-46.9% | $83,831-64.2% | $55,725-46.2% |
| Participation rate | 57.2% | 72.0%-14.8pp | 76.1%-18.9pp | 70.9%-13.6pp |
| Annual return | -4.59% | 393.67%-398.3pp | 850.99%-855.6pp | 244.93%-249.5pp |
| Employer contribution / active EE | $2,030 | $2,682-24.3% | $3,631-44.1% | $2,078-2.3% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $211 | $156+35.4% | $5,479-96.1% | $115+83.6% |