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| Provider | Service type | Compensation |
|---|---|---|
EVERHART ADVISORS4 years Filed as: EVERHART FINANCIAL GROUP Service code 99 · EIN 31-1440043 | Other Fees | $10,033 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,765 | $63,768-31.4% | $98,506-55.6% | $79,389-44.9% |
| Participation rate | 61.5% | 69.9%-8.3pp | 73.3%-11.8pp | 70.7%-9.2pp |
| Annual return | 19.77% | 626.18%-606.4pp | 1494.92%-1475.2pp | 116.89%-97.1pp |
| Employer contribution / active EE | $553 | $2,558-78.4% | $2,961-81.3% | $2,428-77.2% |
| Participant deferral / active EE | $1,907 | $3,305-42.3% | $4,277-55.4% | $4,046-52.9% |
| Admin fee / account holder | $27 | $516-94.7% | $5,955-99.5% | $626-95.6% |