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| Provider | Service type | Compensation |
|---|---|---|
EVERHART ADVISORS3 years Filed as: EVERHART FINANCIAL GROUP Service code 26 · EIN 31-1440043 535 METRO PLACE SOUTH · DUBLIN, OH 43017 | Advisory (Participants) | $16,964 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 200 DRYDEN ROAD · DRESHER, PA 19025 | Recordkeeping | $8,670 |
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).
Form 5500 reported that benefits due were not provided when due.
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 | $65,877 | $64,138+2.7% | $112,258-41.3% | $66,930-1.6% |
| Participation rate | 45.9% | 68.5%-22.6pp | 75.1%-29.2pp | 69.8%-23.9pp |
| Annual return | -14.04% | -13.81%-0.2pp | 27.47%-41.5pp | 1.57%-15.6pp |
| Employer contribution / active EE | $0 | $3,006-100.0% | $3,636-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $3,953 | $3,694+7.0% | $4,728-16.4% | $4,238-6.7% |
| Admin fee / account holder | $361 | $625-42.3% | $6,411-94.4% | $593-39.2% |