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| Provider | Service type | Compensation |
|---|---|---|
EVERHART ADVISORS5 years Service code 27 · EIN 31-1440043 | Advisory (Plan) | $63,454 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $53,597 |
Service code 15 · EIN 31-1299207 | Recordkeeping | $6,339 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,472 | $106,230+13.4% | $147,080-18.1% | $77,736+55.0% |
| Participation rate | 100.0% | 78.4%+21.6pp | 82.2%+17.8pp | 70.6%+29.4pp |
| Annual return | 15.55% | 56.91%-41.4pp | 420.17%-404.6pp | 31.26%-15.7pp |
| Employer contribution / active EE | $3,737 | $4,072-8.2% | $4,933-24.3% | $2,728+37.0% |
| Participant deferral / active EE | $8,669 | $8,001+8.4% | $8,066+7.5% | $4,651+86.4% |
| Admin fee / account holder | $593 | $338+75.3% | $12,989-95.4% | $433+36.9% |