Filed October 10, 2018
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| Provider | Service type | Compensation |
|---|---|---|
EVERHART ADVISORS1 year Filed as: EVERHART FINANCIAL GROUP Service code 99 · EIN 31-1440043 | Other Fees | $29,440 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,419 | $31,679+40.2% | $74,701-40.5% | $65,185-31.9% |
| Participation rate | 19.5% | 40.4%-20.9pp | 54.5%-35.0pp | 70.2%-50.7pp |
| Annual return | 24.91% | 39.04%-14.1pp | 752.92%-728.0pp | 29.38%-4.5pp |
| Employer contribution / active EE | $239 | $566-57.7% | $1,084-77.9% | $2,177-89.0% |
| Participant deferral / active EE | $1,006 | $1,191-15.5% | $1,964-48.7% | $3,514-71.4% |
| Admin fee / account holder | $26 | $379-93.1% | $3,333-99.2% | $847-96.9% |