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| Provider | Service type | Compensation |
|---|---|---|
EVERHART ADVISORS2 years Service code 28 · EIN 31-1440043 535 METRO PLACE SOUTH · DUBLIN, OH 43017 | Investment Management | $8,162 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,234-100.0% | $270,125-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 24.1%-24.1pp | 35.7%-35.7pp | 5.6%-5.6pp |
| Annual return | -11.31% | -14.45%+3.1pp | -38.86%+27.5pp | 39.77%-51.1pp |
| Employer contribution / active EE | $4,081 | $14,058-71.0% | $37,752-89.2% | $19,959-79.6% |
| Participant deferral / active EE | $0 | $0 | $16-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $77-100.0% | $16,942-100.0% | $62-100.0% |