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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $9,343 |
EVERHART ADVISORS1 year Filed as: EVERHART FINANCIAL GROUP Service code 27 535 METRO PLACE SOUTH · DUBLIN, OH 43017 | Advisory (Plan) | $9,022 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $64,014 | $55,122+16.1% | $104,614-38.8% | $73,493-12.9% |
| Participation rate | 33.1% | 67.7%-34.7pp | 74.1%-41.0pp | 70.7%-37.6pp |
| Annual return | 15.05% | 24.77%-9.7pp | 340.56%-325.5pp | 28.51%-13.5pp |
| Employer contribution / active EE | $558 | $1,464-61.9% | $2,681-79.2% | $2,270-75.4% |
| Participant deferral / active EE | $1,156 | $2,919-60.4% | $3,739-69.1% | $3,740-69.1% |
| Admin fee / account holder | $399 | $423-5.6% | $6,464-93.8% | $513-22.2% |