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| Provider | Service type | Compensation |
|---|---|---|
EVERHART ADVISORS5 years Service code 27 · EIN 31-1440043 535 METRO PLACE SOUTH · DUBLIN, OH 43017 | Advisory (Plan) | $78,766 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $20,224 |
Service code 17 202 MONTROSE WEST AVE · AKRON, OH 44321 | Pension Consulting | $988 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $271,271 | $55,446+389.3% | $155,574+74.4% | $74,429+264.5% |
| Participation rate | 95.1% | 61.9%+33.2pp | 78.2%+16.9pp | 67.2%+27.9pp |
| Annual return | 15.58% | 269.20%-253.6pp | 64.87%-49.3pp | 1368.38%-1352.8pp |
| Employer contribution / active EE | $19,649 | $2,266+767.1% | $4,676+320.2% | $2,625+648.6% |
| Participant deferral / active EE | $14,537 | $2,836+412.6% | $5,629+158.2% | $4,348+234.3% |
| Admin fee / account holder | $362 | $1,743-79.2% | $15,914-97.7% | $1,944-81.4% |