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| Provider | Service type | Compensation |
|---|---|---|
EVERHART ADVISORS1 year Filed as: EVERHART FINANCIAL GROUP, INC. Service code 27 · EIN 31-1440043 EVERHART ADVISORS · DUBLIN, OH 43017 | Advisory (Plan) | $26,572 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, OH 80111 | Recordkeeping Fees | $0 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,301 | $81,948-21.5% | $90,767-29.2% | $64,829-0.8% |
| Participation rate | 31.4% | 80.5%-49.0pp | 75.7%-44.3pp | 71.5%-40.1pp |
| Annual return | 3.50% | -12.53%+16.0pp | -12.16%+15.7pp | 32.85%-29.3pp |
| Employer contribution / active EE | $0 | $3,067-100.0% | $2,922-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $1,553 | $4,844-67.9% | $4,565-66.0% | $4,312-64.0% |
| Admin fee / account holder | $266 | $157+69.6% | $8,445-96.8% | $188+41.8% |