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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.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,698 | $69,255-25.4% | $148,496-65.2% | $69,255-25.4% |
| Participation rate | 46.1% | 69.0%-23.0pp | 76.0%-30.0pp | 69.0%-23.0pp |
| Annual return | 6.14% | 26.73%-20.6pp | 12.33%-6.2pp | 26.73%-20.6pp |
| Employer contribution / active EE | $0 | $2,645-100.0% | $3,497-100.0% | $2,645-100.0% |
| Participant deferral / active EE | $2,070 | $2,890-28.4% | $4,808-56.9% | $2,890-28.4% |
| Admin fee / account holder | $184 | $733-74.9% | $19,547-99.1% | $733-74.9% |