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| Provider | Service type | Compensation |
|---|---|---|
GIRARD PARTNERS1 year Filed as: GIRARD ADVISORY SERVICES, LLC Service code 26 · EIN 23-2802378 | Advisory (Participants) | $20,622 |
ALLIANCE PENSION CONSULTANTS, LLC10+ years Filed as: THE PARAGON ALLIANCE GROUP, LLC Service code 14 · EIN 01-0233346 300 HARLEYSVILLE PIKE · SOUDERTON, PA 18964 | Plan Administrator | $1,650 |
Filed as: THE RETIREMENT PLAN COMPANY Service code 14 PO BOX 306462 · NASHVILLE, NY 372306462 | Plan Administrator | $575 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 | Recordkeeping | $450 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $38,324 | $43,496-11.9% | $161,489-76.3% | $64,340-40.4% |
| Participation rate | 63.2% | 53.5%+9.7pp | 78.7%-15.5pp | 55.2%+8.0pp |
| Annual return | 11.88% | 20.76%-8.9pp | 89.72%-77.8pp | 24.14%-12.3pp |
| Employer contribution / active EE | $766 | $1,431-46.5% | $4,268-82.1% | $1,862-58.9% |
| Participant deferral / active EE | $1,919 | $1,996-3.9% | $5,630-65.9% | $2,980-35.6% |
| Admin fee / account holder | $226 | $2,330-90.3% | $16,006-98.6% | $3,703-93.9% |