Filed June 21, 1
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.
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 |
|---|---|---|
ASSET STRATEGY RC, LLC10+ years Service code 27 3500 MARKET STREET · CAMP HILL, PA 17011 | Advisory (Plan) | $36,321 |
Filed as: ATLANTIC PENSION SERVICES Service code 13 511 SCHOOLHOUSE ROAD · KENNETT SQUARE, PA 19348 | Contract Administrator | $11,150 |
Service code 13 | Contract Administrator | $10,090 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,552 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,517 |
Filed as: GWFS EQUITIES INC Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,916 | $89,123-70.9% | $102,460-74.7% | $77,762-66.7% |
| Participation rate | 99.4% | 80.9%+18.4pp | 76.5%+22.9pp | 70.6%+28.8pp |
| Annual return | 11.97% | 25.05%-13.1pp | 29.47%-17.5pp | 31.27%-19.3pp |
| Employer contribution / active EE | $1,189 | $2,700-55.9% | $3,025-60.7% | $2,728-56.4% |
| Participant deferral / active EE | $2,271 | $5,148-55.9% | $5,056-55.1% | $4,651-51.2% |
| Admin fee / account holder | $116 | $236-50.8% | $9,460-98.8% | $433-73.2% |