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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) | $16,251 |
NOVOGRADAC & COMPANY LLP3 years Service code 10 5 GREAT VALLEY PARKWAY · MALVERN, PA 19355 | Accounting | $9,000 |
ASCENSUS LLC3 years Filed as: ASCENSUS, INC. Service code 13 200 DRYDEN ROAD · DRESHER, PA 19025 | Contract Administrator | $7,859 |
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 | $38,554 | $99,957-61.4% | $149,715-74.2% | $73,493-47.5% |
| Participation rate | 40.7% | 75.7%-35.1pp | 82.5%-41.8pp | 70.7%-30.0pp |
| Annual return | 22.52% | 53.87%-31.4pp | 276.66%-254.1pp | 28.51%-6.0pp |
| Employer contribution / active EE | $1 | $3,191-100.0% | $4,645-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $4,544 | $6,073-25.2% | $6,842-33.6% | $3,740+21.5% |
| Admin fee / account holder | $313 | $551-43.2% | $9,310-96.6% | $513-39.1% |