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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 1801 MARKET STREET · PHILADELPHIA, PA 19103 | Contract Administrator | $14,231 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSONALLEN WEALTH ADVISORS Service code 27 610 WEST GERMANTOWN PIKE · PLYMOUTH MEETING, PA 19462 | Advisory (Plan) | $10,816 |
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 | $21,435 | $55,453-61.3% | $170,439-87.4% | $62,293-65.6% |
| Participation rate | 88.1% | 66.4%+21.8pp | 83.6%+4.5pp | 69.5%+18.6pp |
| Annual return | 13.87% | 21.38%-7.5pp | 205.94%-192.1pp | 28.90%-15.0pp |
| Employer contribution / active EE | $336 | $2,164-84.5% | $5,433-93.8% | $2,042-83.6% |
| Participant deferral / active EE | $1,715 | $2,303-25.5% | $4,939-65.3% | $3,169-45.9% |
| Admin fee / account holder | $240 | $455-47.3% | $13,881-98.3% | $479-49.9% |