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| Provider | Service type | Compensation |
|---|---|---|
EVERHART ADVISORS1 year Filed as: EVERHEART FINANCIAL GROUP Service code 27 · EIN 31-1440043 | Advisory (Plan) | $10,817 |
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $6,143 |
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 | $76,520 | $75,183+1.8% | $123,894-38.2% | $55,167+38.7% |
| Participation rate | 89.5% | 72.8%+16.7pp | 81.4%+8.1pp | 69.0%+20.5pp |
| Annual return | 8.60% | 19.01%-10.4pp | 47.52%-38.9pp | 169.23%-160.6pp |
| Employer contribution / active EE | $1,857 | $2,823-34.2% | $4,617-59.8% | $1,963-5.4% |
| Participant deferral / active EE | $8,187 | $5,084+61.0% | $5,984+36.8% | $3,054+168.0% |
| Admin fee / account holder | $81 | $663-87.8% | $8,357-99.0% | $504-83.9% |