Filed January 13, 2022
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| Provider | Service type | Compensation |
|---|---|---|
UNIVEST NATIONAL BANK & TRUST CO2+ years Service code 28 · EIN 23-1171580 | Investment Management | $55,226 |
THE MCKEOGH COMPANY2+ years Service code 11 · EIN 23-3003375 | Actuarial | $30,000 |
DUANE MORRIS LLP2+ years Filed as: DUANE MORRIS, LLP Service code 29 · EIN 23-1392502 | Legal | $3,811 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $25,208-100.0% | $115,507-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 3.5%-3.5pp | 42.8%-42.8pp | 12.6%-12.6pp |
| Annual return | 4.95% | 3.08%+1.9pp | 4.07%+0.9pp | 4.56%+0.4pp |
| Employer contribution / active EE | $4,974 | $13,461-63.0% | $45,149-89.0% | $15,526-68.0% |
| Participant deferral / active EE | $0 | $34-100.0% | $92-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,203-100.0% | $203,571-100.0% | $1,711-100.0% |