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| Provider | Service type | Compensation |
|---|---|---|
EVERHART ADVISORS2+ years Service code 27 · EIN 31-1440043 | Advisory (Plan) | $13,848 |
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 | $29,939 | $54,368-44.9% | $117,039-74.4% | $62,293-51.9% |
| Participation rate | 88.9% | 64.9%+23.9pp | 77.2%+11.7pp | 69.5%+19.4pp |
| Annual return | 18.17% | 21.77%-3.6pp | 18.95%-0.8pp | 28.90%-10.7pp |
| Employer contribution / active EE | $963 | $1,692-43.1% | $3,785-74.6% | $2,042-52.9% |
| Participant deferral / active EE | $2,467 | $2,269+8.8% | $3,929-37.2% | $3,169-22.1% |
| Admin fee / account holder | $180 | $493-63.6% | $5,974-97.0% | $479-62.5% |