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| Provider | Service type | Compensation |
|---|---|---|
EVERHART ADVISORS6 years Filed as: EVERHART FINANCIAL GROUP INC EVERHA Service code 27 535 METRO PL S STE 100 · DUBLIN, OH 43017 | Advisory (Plan) | $86,845 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,255 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,030 | $29,569+143.6% | $56,077+28.4% | $77,714-7.3% |
| Participation rate | 23.6% | 32.6%-9.0pp | 52.5%-28.9pp | 70.6%-47.0pp |
| Annual return | 12.64% | 18.90%-6.3pp | 1709.28%-1696.6pp | 31.26%-18.6pp |
| Employer contribution / active EE | $594 | $569+4.5% | $1,040-42.9% | $2,727-78.2% |
| Participant deferral / active EE | $1,289 | $1,061+21.6% | $1,954-34.0% | $4,649-72.3% |
| Admin fee / account holder | $461 | $1,042-55.8% | $2,825-83.7% | $433+6.3% |