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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 1801 MARKET STREET · PHILADELPHIA, PA 19103 | Contract Administrator | $17,339 |
AMERICAN FUNDS2+ years Filed as: CAPITAL VIEW WEALTH MANAGEMENT Service code 27 212 S FRONT ST · WORMLEYBURG, PA 17043 | Advisory (Plan) | $12,166 |
BRINKER CAPITAL2+ years Filed as: BRINKER CAPITAL, INC Service code 27 1055 WESTLAKES DR · BERWYN, PA 19312 | Advisory (Plan) | $7,110 |
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.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $48,241 | $42,546+13.4% | $71,796-32.8% | $55,167-12.6% |
| Participation rate | 46.1% | 59.1%-13.0pp | 69.1%-23.0pp | 69.0%-22.9pp |
| Annual return | 5.54% | 12.36%-6.8pp | 78.04%-72.5pp | 169.23%-163.7pp |
| Employer contribution / active EE | $868 | $803+8.0% | $1,924-54.9% | $1,963-55.8% |
| Participant deferral / active EE | $2,088 | $2,064+1.2% | $2,794-25.3% | $3,054-31.6% |
| Admin fee / account holder | $595 | $650-8.4% | $4,815-87.6% | $504+18.2% |