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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 | $55,437+389.3% | $155,534+74.4% | $74,459+264.3% |
| Participation rate | 95.1% | 61.9%+33.2pp | 78.2%+16.9pp | 67.2%+27.9pp |
| Annual return | 15.58% | 269.58%-254.0pp | 64.92%-49.3pp | 1369.70%-1354.1pp |
| Employer contribution / active EE | $19,649 | $2,266+767.1% | $4,675+320.3% | $2,626+648.3% |
| Participant deferral / active EE | $14,537 | $2,837+412.3% | $5,630+158.2% | $4,350+234.2% |
| Admin fee / account holder | $362 | $1,742-79.2% | $15,900-97.7% | $1,945-81.4% |