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| Provider | Service type | Compensation |
|---|---|---|
EVERHART ADVISORS1 year Filed as: EVERHART FINANCIAL GROUP Service code 26 · EIN 31-1440043 535 METRO PLACE SOUTH · DUBLIN, OH 43017 | Advisory (Participants) | $14,096 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 200 DRYDEN ROAD · DRESHER, PA 19025 | Recordkeeping | $8,917 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,561 | $69,383-9.8% | $101,271-38.2% | $73,493-14.9% |
| Participation rate | 46.4% | 68.4%-22.0pp | 75.8%-29.4pp | 70.7%-24.3pp |
| Annual return | 19.42% | 18.46%+1.0pp | 46.48%-27.1pp | 28.51%-9.1pp |
| Employer contribution / active EE | $0 | $2,628-100.0% | $3,660-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,906 | $3,301-12.0% | $4,371-33.5% | $3,740-22.3% |
| Admin fee / account holder | $343 | $704-51.3% | $5,948-94.2% | $513-33.2% |