| Provider | Service type | Compensation |
|---|---|---|
EVERGREEN ADVISORS, LLC5 years Service code 34 · EIN 45-5523881 9256 BENDIX RD, SUITE 300 · COLUMBIA, MD 21045 | Valuation (appraisals, etc.) | $140,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,755 | $159,391+47.3% | $102,460+129.1% | $99,313+136.4% |
| Participation rate | 99.9% | 88.6%+11.4pp | 76.5%+23.4pp | 71.7%+28.2pp |
| Annual return | 39.95% | 19.03%+20.9pp | 29.47%+10.5pp | 17.67%+22.3pp |
| Employer contribution / active EE | $9,946 | $4,207+136.4% | $3,025+228.8% | $3,264+204.7% |
| Participant deferral / active EE | $0 | $7,498-100.0% | $5,056-100.0% | $5,346-100.0% |
| Admin fee / account holder | $14 | $159-91.5% | $9,460-99.9% | $109-87.6% |