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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $144,564 |
EVERHART ADVISORS6 years Filed as: EVERHART FINANCIAL GROUP INC Service code 27 · EIN 31-1440043 | Advisory (Plan) | $90,770 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,649 | $95,388-59.5% | $125,381-69.2% | $77,906-50.4% |
| Participation rate | 55.7% | 78.6%-22.9pp | 82.4%-26.7pp | 73.7%-18.0pp |
| Annual return | -17.87% | 116.19%-134.1pp | 572.31%-590.2pp | 12.16%-30.0pp |
| Employer contribution / active EE | $1,235 | $3,666-66.3% | $4,815-74.3% | $2,846-56.6% |
| Participant deferral / active EE | $3,711 | $7,711-51.9% | $7,448-50.2% | $4,805-22.8% |
| Admin fee / account holder | $105 | $119-11.4% | $10,007-98.9% | $133-20.5% |