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| Provider | Service type | Compensation |
|---|---|---|
ALDEN CAPITAL4 years Filed as: ALDEN CAPITAL LLC Service code 27 261 OLD YORK RD · JENKINTOWN, PA 19046 | Advisory (Plan) | $49,704 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,862 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,683 | $102,661+27.3% | $151,645-13.8% | $66,949+95.2% |
| Participation rate | 75.9% | 85.5%-9.6pp | 87.5%-11.6pp | 69.8%+6.1pp |
| Annual return | -21.12% | -10.81%-10.3pp | 3.34%-24.5pp | 1.57%-22.7pp |
| Employer contribution / active EE | $3,230 | $4,184-22.8% | $6,165-47.6% | $2,545+26.9% |
| Participant deferral / active EE | $10,597 | $6,645+59.5% | $8,363+26.7% | $4,239+150.0% |
| Admin fee / account holder | $584 | $630-7.4% | $11,614-95.0% | $594-1.7% |