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| Provider | Service type | Compensation |
|---|---|---|
EVERHART ADVISORS1+ years Service code 27 · EIN 31-1440043 | Advisory (Plan) | $9,772 |
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 | $22,905 | $50,643-54.8% | $106,619-78.5% | $55,167-58.5% |
| Participation rate | 88.5% | 65.6%+22.9pp | 78.0%+10.5pp | 69.0%+19.5pp |
| Annual return | 6.80% | 7.02%-0.2pp | 9.42%-2.6pp | 169.23%-162.4pp |
| Employer contribution / active EE | $861 | $1,626-47.0% | $3,947-78.2% | $1,963-56.1% |
| Participant deferral / active EE | $2,409 | $2,208+9.1% | $3,930-38.7% | $3,054-21.1% |
| Admin fee / account holder | $219 | $488-55.2% | $6,418-96.6% | $504-56.6% |