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| Provider | Service type | Compensation |
|---|---|---|
GREAT VALLEY ADVISOR GROUP3 years Filed as: GREAT VALLEY ADVISOR GROUP INC Service code 27 1200 PENNSYLVANIA AVE STE 202 · WILMINGTON, DE 19806 | Advisory (Plan) | $19,116 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 6455 IRVINE CENTER DR · IRVINE, CA 92618 | Recordkeeping Fees | $10,208 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,480 | $61,338-30.7% | $149,717-71.6% | $71,495-40.6% |
| Participation rate | 68.6% | 62.5%+6.1pp | 78.8%-10.2pp | 67.9%+0.7pp |
| Annual return | 17.82% | 35.86%-18.0pp | 134.41%-116.6pp | 28.85%-11.0pp |
| Employer contribution / active EE | $2,714 | $2,381+14.0% | $4,820-43.7% | $2,589+4.8% |
| Participant deferral / active EE | $5,778 | $2,919+97.9% | $5,682+1.7% | $4,291+34.7% |
| Admin fee / account holder | $229 | $1,263-81.9% | $13,213-98.3% | $1,588-85.6% |