Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $16,763 |
EVERHART ADVISORS2+ years Service code 27 · EIN 31-1440043 | Advisory (Plan) | $14,466 |
Service code 10 · EIN 34-1568021 | Accounting | $5,600 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $42,209 | $36,916+14.3% | $156,551-73.0% | $57,658-26.8% |
| Participation rate | 35.7% | 63.4%-27.7pp | 84.0%-48.3pp | 70.2%-34.5pp |
| Annual return | 7.57% | 12.38%-4.8pp | 32.23%-24.7pp | 5.13%+2.4pp |
| Employer contribution / active EE | $644 | $1,571-59.0% | $5,501-88.3% | $1,974-67.4% |
| Participant deferral / active EE | $814 | $1,926-57.7% | $4,871-83.3% | $3,061-73.4% |
| Admin fee / account holder | $304 | $82+269.0% | $13,028-97.7% | $95+222.0% |