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| Provider | Service type | Compensation |
|---|---|---|
EVERHART ADVISORS7 years Filed as: EVERHART FINANCIAL GROUP INC Service code 27 · EIN 31-1440043 535 METRO PL S STE 100 · DUBLIN, OH 43017 | Advisory (Plan) | $38,411 |
Filed as: EMPOWER LIFE & ANNUITY Service code 64 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,062 |
TRINITY PENSION CONSULTANTS8 years Service code 13 · EIN 20-4548831 202 MONTROSE WEST AVE. · COPLEY, OH 44321 | Contract Administrator | $15,090 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,395 | $102,317+30.4% | $146,958-9.2% | $80,856+65.0% |
| Participation rate | 97.7% | 75.8%+21.9pp | 82.2%+15.5pp | 67.6%+30.1pp |
| Annual return | 15.67% | 134.76%-119.1pp | 418.34%-402.7pp | 35.59%-19.9pp |
| Employer contribution / active EE | $4,614 | $3,713+24.3% | $4,933-6.5% | $2,755+67.5% |
| Participant deferral / active EE | $13,816 | $6,644+108.0% | $8,070+71.2% | $4,296+221.6% |
| Admin fee / account holder | $445 | $7,941-94.4% | $12,998-96.6% | $6,918-93.6% |