Filed April 4, 2018
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| Provider | Service type | Compensation |
|---|---|---|
INR ADVISORS5+ years Service code 27 · EIN 23-2692804 115 W STATE STREET · MEDIA, PA 19063 | Advisory (Plan) | $12,896 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,292 | $52,293-45.9% | $178,503-84.2% | $73,412-61.5% |
| Participation rate | 53.9% | 65.3%-11.4pp | 81.9%-28.0pp | 72.2%-18.3pp |
| Annual return | 18.68% | 34.75%-16.1pp | 151.12%-132.4pp | 59.30%-40.6pp |
| Employer contribution / active EE | $712 | $1,736-59.0% | $5,011-85.8% | $2,234-68.1% |
| Participant deferral / active EE | $1,541 | $2,333-33.9% | $5,202-70.4% | $3,806-59.5% |
| Admin fee / account holder | $166 | $127+30.3% | $13,987-98.8% | $158+5.1% |