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| Provider | Service type | Compensation |
|---|---|---|
EVERHART ADVISORS5 years Filed as: EVERHART FINANCIAL GROUP, INC Service code 15 · EIN 31-1440043 | Recordkeeping | $14,213 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,459 |
ADP BROKER-DEALER7+ 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,730 | $70,879-36.9% | $189,575-76.4% | $79,391-43.7% |
| Participation rate | 55.7% | 68.0%-12.3pp | 78.4%-22.8pp | 70.7%-15.0pp |
| Annual return | 27.17% | 20.70%+6.5pp | 64.19%-37.0pp | 116.88%-89.7pp |
| Employer contribution / active EE | $2,111 | $1,806+16.9% | $4,412-52.2% | $2,428-13.1% |
| Participant deferral / active EE | $4,040 | $4,081-1.0% | $6,174-34.6% | $4,046-0.1% |
| Admin fee / account holder | $311 | $647-52.0% | $9,806-96.8% | $627-50.4% |