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| Provider | Service type | Compensation |
|---|---|---|
EVERHART ADVISORS3 years Filed as: EVERHART FINANCIAL GROUP, INC. Service code 27 · EIN 31-1440043 EVERHART ADVISORS · DUBLIN, OH 43017 | Advisory (Plan) | $25,366 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,725 |
Service code 13 3071 PEARL ROAD · MEDINA, OH 44256 | Contract Administrator | $400 |
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 | $57,274 | $92,186-37.9% | $105,624-45.8% | $77,762-26.3% |
| Participation rate | 35.9% | 81.0%-45.1pp | 75.3%-39.4pp | 70.6%-34.7pp |
| Annual return | 29.58% | 17.83%+11.7pp | 116.20%-86.6pp | 31.27%-1.7pp |
| Employer contribution / active EE | $0 | $3,376-100.0% | $3,168-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $1,714 | $5,395-68.2% | $5,013-65.8% | $4,651-63.1% |
| Admin fee / account holder | $194 | $219-11.5% | $10,961-98.2% | $433-55.2% |