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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VENTURE VISIONARY PARTNERS, LLC Service code 27 5520 MONROE STREET, SUITE B · SYLVANIA, OH 43560 | Advisory (Plan) | $41,467 |
UBS FINANCIAL SERVICES INC8 years Service code 27 315 DEADERICK STREET · NASHVILLE, TN 37238 | Advisory (Plan) | $15,546 |
Filed as: CLARK SCHAEFER HACKETT & CO Service code 10 · EIN 31-0800053 10100 INNOVATION DRIVE · DAYTON, OH 45342 | Accounting | $10,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, OH 80111 | Investment Management | $6,086 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,504 | $55,470+263.3% | $155,556+29.5% | $74,478+170.6% |
| Participation rate | 97.8% | 61.9%+35.9pp | 78.2%+19.6pp | 67.2%+30.6pp |
| Annual return | 14.34% | 269.80%-255.5pp | 64.84%-50.5pp | 1370.56%-1356.2pp |
| Employer contribution / active EE | $17,141 | $2,267+656.2% | $4,675+266.6% | $2,626+552.7% |
| Participant deferral / active EE | $10,895 | $2,838+283.9% | $5,631+93.5% | $4,350+150.5% |
| Admin fee / account holder | $24 | $1,744-98.6% | $15,885-99.8% | $1,946-98.8% |