Filed November 7, 2011
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
MODERA WEALTH MANAGEMENT LLC3 years Filed as: MODERA WEALTH MANAGEMENT Service code 28 7540 WINDSOR DRIVE, SUITE 205 · ALLENTOWN, PA 18195 | Investment Management | $101,691 |
WELLS FARGO BANK, N.A.10+ years Filed as: WELLS FARGO ADVISORS Service code 27 5050 TILGHMAN STREET, 4TH FLOOR · ALLENTOWN, PA 18104 | Advisory (Plan) | $68,734 |
DOUGLAS & CO DBA GREAT WESTERN BANK10+ years Filed as: THE DOUGLAS GROUP Service code 27 7424 WINDSOR DRIVE · ALLENTOWN, PA 18106 | Advisory (Plan) | $61,340 |
CAMPBELL TAYLOR WASHBURN7 years Filed as: CAMPBELL, RAPPOLD & YURASITS LLP Service code 10 · EIN 23-1386942 1033 S CEDAR CREST BLVD · ALLENTOWN, PA 18031 | Accounting | $20,500 |
R. P. MILLS ASSOCIATES, INC.2 years Filed as: R.P. MILLS ASSOCIATES, INC. Service code 11 4140 SAND SPRING ROAD · SCHNECKSVILLE, PA 18078 | Actuarial | $5,075 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $470,932 | $100,326+369.4% | $180,183+161.4% | $84,808+455.3% |
| Participation rate | 96.4% | 71.0%+25.4pp | 77.4%+19.0pp | 68.3%+28.1pp |
| Annual return | 11.17% | 17.86%-6.7pp | 27.86%-16.7pp | 40.90%-29.7pp |
| Employer contribution / active EE | $4,542 | $3,269+38.9% | $5,039-9.9% | $2,631+72.7% |
| Participant deferral / active EE | $5,944 | $5,066+17.3% | $6,822-12.9% | $4,212+41.1% |
| Admin fee / account holder | $2,201 | $9,674-77.3% | $19,975-89.0% | $7,344-70.0% |