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| Provider | Service type | Compensation |
|---|---|---|
DAVID ROMANO6+ years Filed as: DAVID VAUGHN INVESTMENTS Service code 27 · EIN 37-1272863 | Advisory (Plan) | $47,105 |
KERBER, ECK & BRAECKEL LLP6+ years Service code 10 · EIN 43-0352985 | Accounting | $37,644 |
QUORUM CONSULTING GROUP6+ years Filed as: QUORUM GROUP Service code 13 · EIN 37-1331544 | Contract Administrator | $18,643 |
CAVANAGH & O'HARA6+ years Filed as: CAVANAGH & OHARA Service code 29 · EIN 37-1259635 | Legal | $13,015 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $9,845 |
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 | $44,221 | $91,517-51.7% | $101,275-56.3% | $73,412-39.8% |
| Participation rate | 48.8% | 73.8%-25.0pp | 75.8%-27.0pp | 72.2%-23.4pp |
| Annual return | 13.67% | 17.17%-3.5pp | 46.48%-32.8pp | 59.30%-45.6pp |
| Employer contribution / active EE | $2,169 | $2,877-24.6% | $3,660-40.7% | $2,234-2.9% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,371-100.0% | $3,806-100.0% |
| Admin fee / account holder | $222 | $216+2.7% | $5,948-96.3% | $158+40.4% |