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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $31,165 |
EVERHART ADVISORS1 year Filed as: EVERHART FINANCIAL GROUP INC Service code 27 · EIN 31-1440043 | Advisory (Plan) | $12,653 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,242 | $96,458-67.6% | $136,298-77.1% | $77,958-59.9% |
| Participation rate | 54.6% | 75.4%-20.8pp | 81.9%-27.4pp | 71.6%-17.1pp |
| Annual return | 22.30% | 23.78%-1.5pp | 5156.27%-5134.0pp | 20.87%+1.4pp |
| Employer contribution / active EE | $461 | $3,144-85.3% | $4,696-90.2% | $2,310-80.1% |
| Participant deferral / active EE | $1,973 | $5,902-66.6% | $6,247-68.4% | $3,537-44.2% |
| Admin fee / account holder | $50 | $80-37.9% | $9,244-99.5% | $97-48.7% |