Filed April 4, 2018
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| Provider | Service type | Compensation |
|---|---|---|
INR ADVISORS3+ years Service code 27 · EIN 23-2692804 115 W STATE STREET · MEDIA, PA 19063 | Advisory (Plan) | $0 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,363 | $37,196-37.2% | $154,108-84.8% | $55,725-58.1% |
| Participation rate | 44.5% | 64.1%-19.6pp | 83.0%-38.5pp | 70.9%-26.3pp |
| Annual return | -3.28% | 1319.68%-1323.0pp | 735.21%-738.5pp | 244.93%-248.2pp |
| Employer contribution / active EE | $534 | $1,614-66.9% | $5,298-89.9% | $2,078-74.3% |
| Participant deferral / active EE | $1,101 | $2,068-46.8% | $5,081-78.3% | $3,356-67.2% |
| Admin fee / account holder | $163 | $102+60.7% | $13,411-98.8% | $115+41.7% |