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| Provider | Service type | Compensation |
|---|---|---|
EVERHART ADVISORS1 year Filed as: EVERHEART FINANCIAL GROUP Service code 27 535 METRO PLACE SOUTH · DUBLIN, OH 43017 | Advisory (Plan) | $9,436 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $405 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $34,994 | $58,655-40.3% | $91,994-62.0% | $65,185-46.3% |
| Participation rate | 27.7% | 75.3%-47.5pp | 78.6%-50.9pp | 70.2%-42.5pp |
| Annual return | 24.26% | 33.92%-9.7pp | 69.04%-44.8pp | 29.38%-5.1pp |
| Employer contribution / active EE | $847 | $2,080-59.3% | $3,453-75.5% | $2,177-61.1% |
| Participant deferral / active EE | $1,566 | $5,474-71.4% | $5,924-73.6% | $3,514-55.4% |
| Admin fee / account holder | $205 | $434-52.8% | $7,744-97.4% | $847-75.8% |