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| Provider | Service type | Compensation |
|---|---|---|
EVERHART ADVISORS4 years Filed as: EVERHART FINANCIAL GROUP, INC. Service code 27 · EIN 31-1440043 EVERHART ADVISORS · DUBLIN, OH 43017 | Advisory (Plan) | $28,022 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,771 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,698 | $95,593-45.9% | $121,663-57.5% | $64,728-20.1% |
| Participation rate | 46.1% | 74.9%-28.9pp | 74.5%-28.4pp | 57.9%-11.8pp |
| Annual return | 6.14% | 11.26%-5.1pp | 147.54%-141.4pp | 49.38%-43.2pp |
| Employer contribution / active EE | $0 | $4,093-100.0% | $3,020-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $2,070 | $3,994-48.2% | $4,887-57.6% | $2,729-24.2% |
| Admin fee / account holder | $184 | $813-77.4% | $14,289-98.7% | $1,145-83.9% |