Filed December 2, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
EVERHART ADVISORS1+ years Filed as: EVERHEART FINANCIAL GROUP Service code 27 5890 VENTURE DRIVE · DUBLIN, OH 43017 | Advisory (Plan) | $25,301 |
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $21,877 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $30,788 | $63,924-51.8% | $108,582-71.6% | $55,167-44.2% |
| Participation rate | 88.4% | 74.3%+14.0pp | 79.6%+8.8pp | 69.0%+19.4pp |
| Annual return | -0.75% | 15.31%-16.1pp | -51.70%+50.9pp | 169.23%-170.0pp |
| Employer contribution / active EE | $1,376 | $1,879-26.8% | $3,758-63.4% | $1,963-29.9% |
| Participant deferral / active EE | $2,356 | $3,067-23.2% | $4,311-45.4% | $3,054-22.9% |
| Admin fee / account holder | $192 | $618-68.9% | $7,645-97.5% | $504-61.9% |