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| Provider | Service type | Compensation |
|---|---|---|
EVERHART ADVISORS4+ years Filed as: EVERHART FINANCIAL GROUP, INC Service code 15 · EIN 31-1440043 | Recordkeeping | $41,693 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $40,639 |
ADP BROKER-DEALER4+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $47,102 | $56,443-16.5% | $83,830-43.8% | $55,725-15.5% |
| Participation rate | 97.3% | 72.0%+25.3pp | 76.1%+21.2pp | 70.9%+26.5pp |
| Annual return | -8.25% | 393.67%-401.9pp | 850.97%-859.2pp | 244.93%-253.2pp |
| Employer contribution / active EE | $3,210 | $2,682+19.7% | $3,631-11.6% | $2,078+54.5% |
| Participant deferral / active EE | $3,842 | $2,965+29.6% | $4,082-5.9% | $3,356+14.5% |
| Admin fee / account holder | $322 | $156+106.4% | $5,479-94.1% | $115+180.0% |