| Provider | Service type | Compensation |
|---|---|---|
EVERGREEN ADVISORS, LLC2 years Service code 34 · EIN 45-5523881 9256 BENDIX RD, SUITE 300 · COLUMBIA, MD 21045 | Valuation (appraisals, etc.) | $120,000 |
PNC BANK, N.A.7+ years Service code 18 · EIN 22-1146430 1600 MARKET STREET · PHILADELPHIA, PA 19103 | Account maintenance fees; Custodial (... | $15,322 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,503 | $134,619+63.1% | $111,319+97.2% | $101,555+116.1% |
| Participation rate | 100.0% | 89.0%+11.0pp | 77.3%+22.7pp | 74.5%+25.5pp |
| Annual return | 38.07% | 17.96%+20.1pp | 54.68%-16.6pp | 21.00%+17.1pp |
| Employer contribution / active EE | $9,482 | $3,829+147.6% | $2,732+247.1% | $2,972+219.0% |
| Participant deferral / active EE | $0 | $6,572-100.0% | $4,488-100.0% | $4,874-100.0% |
| Admin fee / account holder | $12 | $86-86.3% | $7,966-99.9% | $139-91.5% |