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| Provider | Service type | Compensation |
|---|---|---|
EVERHART ADVISORS1+ years Filed as: EVERHART FINANCIAL GROUP Service code 27 · EIN 31-1440043 5890 VENTURE DRIVE · DUBLIN, OH 43017 | Advisory (Plan) | $42,873 |
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 200 DRYDEN ROAD · DRESHER, PA 19025 | Recordkeeping | $17,374 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $80,978 | $70,002+15.7% | $115,038-29.6% | $52,331+54.7% |
| Participation rate | 86.5% | 72.1%+14.4pp | 81.4%+5.1pp | 68.1%+18.4pp |
| Annual return | -0.39% | 4.04%-4.4pp | 26.14%-26.5pp | 4.54%-4.9pp |
| Employer contribution / active EE | $1,974 | $2,715-27.3% | $4,608-57.1% | $1,882+4.9% |
| Participant deferral / active EE | $8,238 | $4,920+67.5% | $6,026+36.7% | $3,022+172.6% |
| Admin fee / account holder | $361 | $566-36.3% | $8,175-95.6% | $592-39.0% |