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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) | $17,272 |
NOVOGRADAC & COMPANY LLP1 year Service code 10 5 GREAT VALLEY PARKWAY · MALVERN, PA 19355 | Accounting | $9,000 |
ASCENSUS LLC1 year Filed as: ASCENSUS, INC. Service code 13 200 DRYDEN ROAD · DRESHER, PA 19025 | Contract Administrator | $5,853 |
ASCENSUS LLC2 years Filed as: ASCENSUS, LLC Service code 72 | Other investment fees and expenses | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $36,051 | $73,102-50.7% | $123,552-70.8% | $56,287-36.0% |
| Participation rate | 43.0% | 74.3%-31.3pp | 82.3%-39.3pp | 69.9%-26.9pp |
| Annual return | -3.17% | 3.01%-6.2pp | 119.20%-122.4pp | -9.96%+6.8pp |
| Employer contribution / active EE | $111 | $2,977-96.3% | $4,628-97.6% | $2,111-94.8% |
| Participant deferral / active EE | $4,197 | $5,423-22.6% | $6,426-34.7% | $3,350+25.3% |
| Admin fee / account holder | $384 | $554-30.6% | $9,285-95.9% | $521-26.3% |