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| Provider | Service type | Compensation |
|---|---|---|
EVERHART ADVISORS6+ years Filed as: EVERHART FINANCIAL GROUP Service code 99 · EIN 31-1440043 | Other Fees | $6,819 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,844 | $63,471-64.0% | $68,803-66.8% | $66,949-65.9% |
| Participation rate | 43.9% | 60.0%-16.1pp | 69.0%-25.1pp | 69.8%-25.9pp |
| Annual return | -18.84% | -8.29%-10.6pp | -6.37%-12.5pp | 1.57%-20.4pp |
| Employer contribution / active EE | $1,217 | $1,776-31.5% | $2,656-54.2% | $2,545-52.2% |
| Participant deferral / active EE | $1,841 | $2,946-37.5% | $3,942-53.3% | $4,239-56.6% |
| Admin fee / account holder | $67 | $578-88.4% | $4,936-98.6% | $594-88.7% |