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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $26,057 |
JOSEPH P MELVIN COMPANY LLC1+ years Service code 10 · EIN 46-4338146 | Accounting | $7,916 |
DELAWARE VALLEY RETIREMENT, INC.1+ years Service code 15 · EIN 20-2055473 | Recordkeeping | $7,165 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $56,606 | $54,320+4.2% | $67,652-16.3% | $52,331+8.2% |
| Participation rate | 25.7% | 73.6%-47.9pp | 75.7%-50.0pp | 68.1%-42.4pp |
| Annual return | -3.64% | 6.81%-10.4pp | 6625.40%-6629.0pp | 4.54%-8.2pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $2,266-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,315 | $2,950-55.4% | $3,560-63.1% | $3,022-56.5% |
| Admin fee / account holder | $0 | $527-100.0% | $4,821-100.0% | $592-100.0% |