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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 | $102,382-56.3% | $147,005-69.5% | $80,874-44.6% |
| Participation rate | 36.2% | 75.8%-39.7pp | 82.2%-46.0pp | 67.6%-31.5pp |
| Annual return | 18.20% | 134.89%-116.7pp | 418.76%-400.6pp | 35.62%-17.4pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,839 | $6,646-27.2% | $8,070-40.0% | $4,297+12.6% |
| Admin fee / account holder | $393 | $7,942-95.1% | $13,006-97.0% | $6,935-94.3% |