Filed April 4, 2018
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| Provider | Service type | Compensation |
|---|---|---|
INR ADVISORS1+ years Service code 27 · EIN 23-2692804 115 W STATE STREET · MEDIA, PA 19063 | Advisory (Plan) | $38,027 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,593 | $36,916-11.7% | $156,551-79.2% | $57,658-43.5% |
| Participation rate | 41.4% | 63.4%-22.0pp | 84.0%-42.6pp | 70.2%-28.8pp |
| Annual return | 6.42% | 12.38%-6.0pp | 32.23%-25.8pp | 5.13%+1.3pp |
| Employer contribution / active EE | $512 | $1,571-67.4% | $5,501-90.7% | $1,974-74.0% |
| Participant deferral / active EE | $865 | $1,926-55.1% | $4,871-82.2% | $3,061-71.7% |
| Admin fee / account holder | $288 | $82+248.6% | $13,028-97.8% | $95+204.2% |