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| Provider | Service type | Compensation |
|---|---|---|
EVERHART ADVISORS1 year Filed as: EVERHART FINANCIAL GROUP Service code 99 · EIN 31-1440043 | Other Fees | $7,894 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,259 | $44,873-37.0% | $79,467-64.4% | $56,289-49.8% |
| Participation rate | 55.4% | 68.7%-13.3pp | 73.3%-17.9pp | 69.9%-14.4pp |
| Annual return | -3.60% | 0.81%-4.4pp | 718.30%-721.9pp | -9.96%+6.4pp |
| Employer contribution / active EE | $498 | $2,140-76.7% | $2,800-82.2% | $2,111-76.4% |
| Participant deferral / active EE | $1,696 | $2,746-38.2% | $3,704-54.2% | $3,350-49.4% |
| Admin fee / account holder | $34 | $418-91.8% | $5,104-99.3% | $521-93.4% |