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| Provider | Service type | Compensation |
|---|---|---|
EVERHART ADVISORS1 year Filed as: EVERHART FINANCIAL GROUP INC Service code 27 · EIN 31-1440043 | Advisory (Plan) | $11,911 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$316 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,822 | $57,763+27.8% | $112,228-34.2% | $71,529+3.2% |
| Participation rate | 85.9% | 58.9%+26.9pp | 72.4%+13.4pp | 67.9%+17.9pp |
| Annual return | 23.51% | 18.26%+5.3pp | 30.23%-6.7pp | 28.97%-5.5pp |
| Employer contribution / active EE | $1,465 | $1,916-23.5% | $3,432-57.3% | $2,590-43.4% |
| Participant deferral / active EE | $3,431 | $2,865+19.8% | $4,800-28.5% | $4,291-20.0% |
| Admin fee / account holder | $94 | $1,563-94.0% | $7,752-98.8% | $1,588-94.1% |