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| Provider | Service type | Compensation |
|---|---|---|
EVERHART ADVISORS3 years Filed as: EVERHART FINANCIAL GROUP Service code 99 · EIN 31-1440043 | Other Fees | $7,273 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $35,514 | $66,124-46.3% | $90,461-60.7% | $73,497-51.7% |
| Participation rate | 51.9% | 69.7%-17.8pp | 72.7%-20.8pp | 70.7%-18.8pp |
| Annual return | 20.90% | 17.65%+3.2pp | 1294.76%-1273.9pp | 28.51%-7.6pp |
| Employer contribution / active EE | $504 | $2,346-78.5% | $3,264-84.6% | $2,270-77.8% |
| Participant deferral / active EE | $1,608 | $3,039-47.1% | $3,964-59.4% | $3,740-57.0% |
| Admin fee / account holder | $23 | $396-94.2% | $5,617-99.6% | $513-95.5% |