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| Provider | Service type | Compensation |
|---|---|---|
EVERHART ADVISORS1 year Filed as: EVERHART FINANCIAL GROUP, INC Service code 15 · EIN 31-1440043 | Recordkeeping | $7,233 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,223 |
ADP BROKER-DEALER3+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $28,464 | $52,639-45.9% | $185,117-84.6% | $62,293-54.3% |
| Participation rate | 40.9% | 63.9%-23.0pp | 77.3%-36.4pp | 69.5%-28.6pp |
| Annual return | 15.53% | 19.57%-4.0pp | 40.50%-25.0pp | 28.90%-13.4pp |
| Employer contribution / active EE | $261 | $1,483-82.4% | $4,182-93.8% | $2,042-87.2% |
| Participant deferral / active EE | $1,913 | $3,097-38.2% | $5,045-62.1% | $3,169-39.6% |
| Admin fee / account holder | $128 | $374-65.7% | $8,159-98.4% | $479-73.3% |