Filed October 10, 2018
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| Provider | Service type | Compensation |
|---|---|---|
EVERHART ADVISORS2 years Filed as: EVERHART FINANCIAL GROUP INC Service code 99 · EIN 31-1440043 | Other Fees | $9,356 |
Filed as: VONLEHMAN CPA Service code 99 · EIN 31-0905417 | Other Fees | $5,807 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $63,473 | $26,549+139.1% | $61,452+3.3% | $66,938-5.2% |
| Participation rate | 17.4% | 38.1%-20.7pp | 52.6%-35.2pp | 69.8%-52.4pp |
| Annual return | -20.25% | -16.21%-4.0pp | 338.96%-359.2pp | 1.58%-21.8pp |
| Employer contribution / active EE | $605 | $651-7.2% | $1,160-47.8% | $2,545-76.2% |
| Participant deferral / active EE | $1,156 | $1,338-13.6% | $2,125-45.6% | $4,238-72.7% |
| Admin fee / account holder | $147 | $409-64.1% | $2,131-93.1% | $594-75.3% |