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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 315 DEADERICK STREET · NASHVILLE, TN 37238 | Advisory (Plan) | $42,088 |
KATZ, SAPPER & MILLER1 year Filed as: KATZ TELLER BRANT & HILD A Service code 29 255 EAST FIFTH STREET · CINCINNATI, OH 45202 | Legal | $13,810 |
Filed as: CLARK SCHAEFER HACKETT & CO Service code 13 · EIN 31-0800053 | Contract Administrator | $10,000 |
CUNI, RUST & STRENK1 year Filed as: CUNI, RUST & STRENK, INC. Service code 99 4555 LAKE FOREST DRIVE · CINCINNATI, OH 45242 | Other Fees | $6,700 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAG, CO 80111 | Investment Management | $5,035 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $670 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,194 | $84,236+108.0% | $170,435+2.8% | $70,126+149.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 17.85% | 23.06%-5.2pp | 205.94%-188.1pp | 73.15%-55.3pp |
| Employer contribution / active EE | $16,462 | $3,387+386.0% | $5,432+203.0% | $2,343+602.8% |
| Participant deferral / active EE | $9,836 | $3,086+218.7% | $4,939+99.1% | $3,332+195.2% |
| Admin fee / account holder | $37 | $5,698-99.3% | $13,881-99.7% | $4,645-99.2% |