Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
GREAT VALLEY ADVISOR GROUP2 years Filed as: GREAT VALLEY ADVISOR GROUP INC Service code 27 1200 PENSYLVANIA AVE STE 202 · WILMINGTON, DE 19806 | Advisory (Plan) | $16,593 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIRMENT PLAN SVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $8,870 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $38,134 | $65,083-41.4% | $143,788-73.5% | $66,930-43.0% |
| Participation rate | 62.3% | 65.2%-2.9pp | 80.3%-18.0pp | 69.8%-7.5pp |
| Annual return | -17.23% | -11.13%-6.1pp | -0.03%-17.2pp | 1.57%-18.8pp |
| Employer contribution / active EE | $2,829 | $2,361+19.8% | $4,952-42.9% | $2,545+11.2% |
| Participant deferral / active EE | $4,905 | $2,920+68.0% | $5,638-13.0% | $4,238+15.7% |
| Admin fee / account holder | $252 | $502-49.8% | $14,675-98.3% | $593-57.5% |