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| Provider | Service type | Compensation |
|---|---|---|
EVANSON ASSET MANAGEMENT1+ years Service code 28 3483 GREENFIELD PLACE · CARMEL, CA 93923 | Investment Management | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $664,120 | $46,360+1332.5% | $147,617+349.9% | $52,331+1169.1% |
| Participation rate | 100.0% | 64.9%+35.1pp | 84.6%+15.4pp | 68.1%+31.9pp |
| Annual return | -1.60% | 1.62%-3.2pp | 61.98%-63.6pp | 4.54%-6.1pp |
| Employer contribution / active EE | $30,880 | $2,126+1352.4% | $5,564+455.0% | $1,882+1541.1% |
| Participant deferral / active EE | $5,045 | $2,258+123.5% | $4,895+3.1% | $3,022+66.9% |
| Admin fee / account holder | $53 | $766-93.1% | $11,612-99.5% | $592-91.0% |