| Provider | Service type | Compensation |
|---|---|---|
EVERGREEN ADVISORS, LLC3 years Service code 34 · EIN 45-5523881 9256 BENDIX RD, SUITE 300 · COLUMBIA, MD 21045 | Valuation (appraisals, etc.) | $135,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,814 | $106,087+83.6% | $86,717+124.7% | $78,104+149.4% |
| Participation rate | 100.0% | 89.6%+10.4pp | 76.6%+23.4pp | 74.5%+25.5pp |
| Annual return | -2.33% | -14.87%+12.5pp | 35.97%-38.3pp | 10.90%-13.2pp |
| Employer contribution / active EE | $8,800 | $4,110+114.1% | $2,837+210.2% | $3,128+181.4% |
| Participant deferral / active EE | $0 | $6,851-100.0% | $4,657-100.0% | $5,089-100.0% |
| Admin fee / account holder | $15 | $81-82.1% | $7,494-99.8% | $79-81.5% |