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| Provider | Service type | Compensation |
|---|---|---|
EVERHART ADVISORS3 years Filed as: EVERHART FINANCIAL GROUP INC Service code 27 · EIN 31-1440043 | Advisory (Plan) | $18,935 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $18,095 |
Service code 10 · EIN 34-1568021 | Accounting | $6,500 |
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 | $63,828 | $58,895+8.4% | $178,503-64.2% | $73,497-13.2% |
| Participation rate | 39.3% | 66.2%-26.9pp | 81.9%-42.6pp | 70.7%-31.4pp |
| Annual return | 12.29% | 24.86%-12.6pp | 151.12%-138.8pp | 28.51%-16.2pp |
| Employer contribution / active EE | $406 | $2,236-81.8% | $5,011-91.9% | $2,270-82.1% |
| Participant deferral / active EE | $1,296 | $2,567-49.5% | $5,202-75.1% | $3,740-65.3% |
| Admin fee / account holder | $382 | $400-4.6% | $13,987-97.3% | $513-25.6% |