Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
EVERHART ADVISORS1 year Filed as: EVERHART FINANCIAL Service code 27 · EIN 31-1440043 | Advisory (Plan) | $12,924 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $5,154 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $25,869 | $43,423-40.4% | $78,676-67.1% | $55,167-53.1% |
| Participation rate | 76.3% | 68.0%+8.3pp | 73.6%+2.8pp | 69.0%+7.3pp |
| Annual return | 7.25% | 11.53%-4.3pp | 62.19%-54.9pp | 169.23%-162.0pp |
| Employer contribution / active EE | $2,136 | $1,997+7.0% | $2,850-25.1% | $1,963+8.8% |
| Participant deferral / active EE | $3,101 | $2,509+23.6% | $3,517-11.8% | $3,054+1.5% |
| Admin fee / account holder | $157 | $416-62.2% | $4,510-96.5% | $504-68.8% |