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| Provider | Service type | Compensation |
|---|---|---|
EVERHART ADVISORS2 years Filed as: EVERHART FINANCIAL GROUP Service code 99 · EIN 31-1440043 | Other Fees | $6,749 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,278 | $51,620-45.2% | $90,324-68.7% | $65,186-56.6% |
| Participation rate | 53.9% | 68.6%-14.7pp | 73.3%-19.4pp | 70.2%-16.3pp |
| Annual return | 18.32% | 24.94%-6.6pp | 78.15%-59.8pp | 29.39%-11.1pp |
| Employer contribution / active EE | $498 | $2,235-77.7% | $2,856-82.6% | $2,177-77.1% |
| Participant deferral / active EE | $1,678 | $2,871-41.6% | $3,885-56.8% | $3,514-52.3% |
| Admin fee / account holder | $18 | $384-95.3% | $5,356-99.7% | $847-97.9% |