Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $29,525+144.0% | $56,033+28.5% | $77,736-7.3% |
| Participation rate | 23.6% | 32.7%-9.1pp | 52.5%-28.9pp | 70.6%-47.0pp |
| Annual return | 12.64% | 18.90%-6.3pp | 1711.38%-1698.7pp | 31.26%-18.6pp |
| Employer contribution / active EE | $594 | $569+4.4% | $1,041-42.9% | $2,728-78.2% |
| Participant deferral / active EE | $1,289 | $1,062+21.5% | $1,954-34.0% | $4,651-72.3% |
| Admin fee / account holder | $461 | $1,040-55.7% | $2,827-83.7% | $433+6.3% |