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| Provider | Service type | Compensation |
|---|---|---|
Filed as: STERLING INVESTMENT ADVISORS, LTD. Service code 27 1055 WESTLAKES DRIVE · BERWYN, PA 19312 | Advisory (Plan) | $23,244 |
NOVOGRADAC & COMPANY LLP7 years Service code 10 1300 E 9TH STREET · CLEVELAND, OH 44114 | Accounting | $10,500 |
THE VANGUARD GROUP, INC.3 years Service code 13 100 VANGUARD BLVD · MALVERN, PA 19355 | Contract Administrator | $8,873 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,781 | $102,385-56.3% | $147,080-69.6% | $80,935-44.7% |
| Participation rate | 36.2% | 75.9%-39.7pp | 82.2%-46.0pp | 67.7%-31.5pp |
| Annual return | 18.20% | 135.09%-116.9pp | 420.17%-402.0pp | 35.66%-17.5pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,839 | $6,651-27.2% | $8,066-40.0% | $4,299+12.5% |
| Admin fee / account holder | $393 | $7,951-95.1% | $12,989-97.0% | $6,924-94.3% |