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| Provider | Service type | Compensation |
|---|---|---|
IFA BENEFITS, LLC1 year Service code 27 8 EAST GERMANTOWN PIKE · PLYMOUTH MEETING, PA 19462 | Advisory (Plan) | $6,066 |
BRINKER CAPITAL1 year Filed as: BRINKER CAPITAL HOLDINGS, INC. Service code 15 1055 WESTLAKE DRIVE · BERWYN, PA 19312 | Recordkeeping | $6,030 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $21,321 | $63,924-66.6% | $108,582-80.4% | $55,167-61.4% |
| Participation rate | 52.5% | 74.3%-21.9pp | 79.6%-27.1pp | 69.0%-16.5pp |
| Annual return | 27.43% | 15.31%+12.1pp | -51.70%+79.1pp | 169.23%-141.8pp |
| Employer contribution / active EE | $872 | $1,879-53.6% | $3,758-76.8% | $1,963-55.5% |
| Participant deferral / active EE | $2,279 | $3,067-25.7% | $4,311-47.1% | $3,054-25.4% |
| Admin fee / account holder | $220 | $618-64.4% | $7,645-97.1% | $504-56.3% |