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| Provider | Service type | Compensation |
|---|---|---|
EVERHART ADVISORS4+ years Filed as: EVERHEART FINANCIAL GROUP Service code 27 535 METRO PLACE SOUTH · DUBLIN, OH 43017 | Advisory (Plan) | $7,477 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $6,537 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $36,581 | $45,825-20.2% | $90,657-59.6% | $56,287-35.0% |
| Participation rate | 28.2% | 66.7%-38.5pp | 74.0%-45.9pp | 69.9%-41.7pp |
| Annual return | -7.17% | 38.64%-45.8pp | 1.89%-9.1pp | -9.96%+2.8pp |
| Employer contribution / active EE | $547 | $1,372-60.2% | $2,532-78.4% | $2,111-74.1% |
| Participant deferral / active EE | $929 | $2,562-63.7% | $3,424-72.9% | $3,350-72.3% |
| Admin fee / account holder | $292 | $413-29.2% | $4,994-94.2% | $521-44.0% |