Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1+ years Filed as: CAPITAL VIEW WEALTH MANAGEMENT Service code 27 212 S FRONT ST · WORMLEYBURG, PA 17043 | Advisory (Plan) | $13,998 |
Service code 13 1801 MARKET STREET · PHILADELPHIA, PA 19103 | Contract Administrator | $11,876 |
BRINKER CAPITAL1+ years Filed as: BRINKER CAPITAL, INC Service code 27 1055 WESTLAKES DR · BERWYN, PA 19312 | Advisory (Plan) | $8,678 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $47,309 | $39,245+20.5% | $64,105-26.2% | $52,331-9.6% |
| Participation rate | 45.5% | 58.2%-12.8pp | 68.2%-22.7pp | 68.1%-22.7pp |
| Annual return | -2.55% | 14.79%-17.3pp | 791.24%-793.8pp | 4.54%-7.1pp |
| Employer contribution / active EE | $766 | $736+4.0% | $1,820-57.9% | $1,882-59.3% |
| Participant deferral / active EE | $1,992 | $1,9920% | $2,822-29.4% | $3,022-34.1% |
| Admin fee / account holder | $595 | $592+0.4% | $4,499-86.8% | $592+0.6% |