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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $53,324 |
EVERHART ADVISORS1+ years Filed as: EVERHEART FINANCIAL GROUP Service code 27 5890 VENTURE DRIVE · DUBLIN, OH 43017 | Advisory (Plan) | $32,681 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $18,023 | $63,964-71.8% | $147,617-87.8% | $67,505-73.3% |
| Participation rate | 13.6% | 68.6%-55.0pp | 84.6%-71.1pp | 71.2%-57.6pp |
| Annual return | -1.31% | 9.05%-10.4pp | 61.98%-63.3pp | 6.52%-7.8pp |
| Employer contribution / active EE | $37 | $1,618-97.7% | $5,564-99.3% | $2,173-98.3% |
| Participant deferral / active EE | $232 | $2,589-91.0% | $4,895-95.3% | $3,597-93.5% |
| Admin fee / account holder | $107 | $43+150.0% | $11,612-99.1% | $56+90.5% |