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| Provider | Service type | Compensation |
|---|---|---|
EVERHART ADVISORS2 years Filed as: EVERHART FINANCIAL GROUP INC Service code 27 · EIN 31-1440043 | Advisory (Plan) | $18,453 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $16,841 |
Filed as: KLESHINSKI, MORRISON & MORRIS Service code 10 · EIN 34-1568021 | Accounting | $6,300 |
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 | $56,362 | $52,967+6.4% | $172,753-67.4% | $65,186-13.5% |
| Participation rate | 39.1% | 66.2%-27.1pp | 82.6%-43.6pp | 70.2%-31.1pp |
| Annual return | 20.38% | 30.12%-9.7pp | 803.00%-782.6pp | 29.39%-9.0pp |
| Employer contribution / active EE | $501 | $2,190-77.1% | $5,144-90.3% | $2,177-77.0% |
| Participant deferral / active EE | $1,137 | $2,471-54.0% | $5,198-78.1% | $3,514-67.6% |
| Admin fee / account holder | $359 | $472-24.0% | $13,956-97.4% | $847-57.7% |