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| Provider | Service type | Compensation |
|---|---|---|
DAVID ROMANO9+ years Filed as: DAVID VAUGHN INVESTMENTS Service code 27 · EIN 37-1272863 | Advisory (Plan) | $43,036 |
KERBER, ECK & BRAECKEL LLP9+ years Service code 10 · EIN 43-0352985 | Accounting | $43,032 |
QUORUM CONSULTING GROUP9+ years Filed as: QUORUM GROUP Service code 13 · EIN 37-1331544 | Contract Administrator | $25,037 |
CAVANAGH & O'HARA9+ years Filed as: CAVANAGH & OHARA Service code 29 · EIN 37-1259635 | Legal | $21,973 |
CHARLES SCHWAB & CO., INC.9+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $12,235 |
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 | $36,901 | $88,479-58.3% | $96,538-61.8% | $80,169-54.0% |
| Participation rate | 57.0% | 79.9%-22.9pp | 74.3%-17.4pp | 72.9%-15.9pp |
| Annual return | 15.30% | 22.53%-7.2pp | 35.74%-20.4pp | 40.39%-25.1pp |
| Employer contribution / active EE | $2,763 | $4,177-33.8% | $3,740-26.1% | $2,978-7.2% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $4,880-100.0% | $5,016-100.0% |
| Admin fee / account holder | $182 | $211-13.9% | $6,737-97.3% | $145+25.6% |