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| Provider | Service type | Compensation |
|---|---|---|
EVERHART ADVISORS2 years Filed as: EVERHART FINANCIAL GROUP INC Service code 27 · EIN 31-1440043 | Advisory (Plan) | $14,422 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,694 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,740 | $62,409+18.2% | $120,524-38.8% | $74,429-0.9% |
| Participation rate | 85.0% | 56.8%+28.3pp | 71.9%+13.1pp | 67.2%+17.8pp |
| Annual return | 25.38% | 18.62%+6.8pp | 107.36%-82.0pp | 1368.38%-1343.0pp |
| Employer contribution / active EE | $1,343 | $1,847-27.3% | $3,469-61.3% | $2,625-48.8% |
| Participant deferral / active EE | $3,026 | $2,888+4.8% | $4,994-39.4% | $4,348-30.4% |
| Admin fee / account holder | $132 | $2,394-94.5% | $9,440-98.6% | $1,944-93.2% |