| Provider | Service type | Compensation |
|---|---|---|
EVERGREEN ADVISORS, LLC4 years Service code 34 · EIN 45-5523881 10440 LITTLE PATUXENT PARKWAY, 12F · COLUMBIA, MD 21044 | Valuation (appraisals, etc.) | $140,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,370 | $118,464+59.0% | $96,564+95.1% | $103,657+81.7% |
| Participation rate | 100.0% | 89.0%+11.0pp | 76.0%+24.0pp | 73.4%+26.6pp |
| Annual return | 12.85% | 18.79%-5.9pp | 25.89%-13.0pp | 33.13%-20.3pp |
| Employer contribution / active EE | $10,411 | $4,210+147.3% | $2,967+250.9% | $3,216+223.8% |
| Participant deferral / active EE | $0 | $7,277-100.0% | $4,852-100.0% | $5,218-100.0% |
| Admin fee / account holder | $14 | $81-82.7% | $8,256-99.8% | $114-87.7% |