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| Provider | Service type | Compensation |
|---|---|---|
EVERHART ADVISORS7 years Filed as: EVERHART FINANCIAL GROUP INC Service code 27 · EIN 31-1440043 | Advisory (Plan) | $40,884 |
Service code 37 · EIN 04-2647786 | Loan Processing | $35,280 |
GBQ PARTNERS1 year Filed as: GBQ PARTNERS LLC Service code 10 · EIN 20-2122306 | Accounting | $7,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,399 | $89,093+12.7% | $102,434-2.0% | $77,736+29.2% |
| Participation rate | 49.0% | 80.9%-31.9pp | 76.5%-27.5pp | 70.6%-21.6pp |
| Annual return | 13.58% | 25.03%-11.5pp | 29.46%-15.9pp | 31.26%-17.7pp |
| Employer contribution / active EE | $730 | $2,699-73.0% | $3,023-75.9% | $2,728-73.2% |
| Participant deferral / active EE | $2,283 | $5,147-55.6% | $5,055-54.8% | $4,651-50.9% |
| Admin fee / account holder | $377 | $236+59.8% | $9,462-96.0% | $433-13.0% |