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| Provider | Service type | Compensation |
|---|---|---|
EVERHART ADVISORS1+ years Filed as: EVERHART FINANCIAL Service code 27 · EIN 31-1440043 5890 VENTURE DRIVE, SUITE D · DUBLIN, OH 43017 | Advisory (Plan) | $15,251 |
EMPLOYEE FIDUCIARY, LLC1+ years Service code 15 · EIN 61-1579239 PO BOX 3144 · MOBILE, AL 366523144 | Recordkeeping | $11,439 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $5,916 | $37,117-84.1% | $147,617-96.0% | $55,191-89.3% |
| Participation rate | 99.3% | 63.6%+35.7pp | 84.6%+14.7pp | 69.2%+30.1pp |
| Annual return | -0.58% | 3.44%-4.0pp | 61.98%-62.6pp | 10.78%-11.4pp |
| Employer contribution / active EE | $942 | $1,620-41.9% | $5,564-83.1% | $1,899-50.4% |
| Participant deferral / active EE | $1,615 | $1,985-18.7% | $4,895-67.0% | $3,046-47.0% |
| Admin fee / account holder | $92 | $86+7.3% | $11,612-99.2% | $91+1.2% |