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.
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| Provider | Service type | Compensation |
|---|---|---|
ATLANTIC PESION SERVICES1 year Service code 13 | Contract Administrator | $7,163 |
ASSET STRATEGY RC, LLC2+ years Service code 27 · EIN 26-3170838 4720 GETTYSBURG ROAD · MECHANICSBURG, PA 17055 | Advisory (Plan) | $6,006 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,430 |
Filed as: ATLANTIC PENSION SERVICES Service code 13 511 SCHOOLHOUSE ROAD · KENNETT SQUARE, PA 19348 | Contract Administrator | $2,751 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $28,899 | $63,905-54.8% | $74,184-61.0% | $57,658-49.9% |
| Participation rate | 53.5% | 79.8%-26.2pp | 76.6%-23.1pp | 70.2%-16.7pp |
| Annual return | 8.51% | 60.60%-52.1pp | 17.74%-9.2pp | 5.13%+3.4pp |
| Employer contribution / active EE | $423 | $1,840-77.0% | $2,370-82.2% | $1,974-78.6% |
| Participant deferral / active EE | $1,065 | $3,448-69.1% | $3,550-70.0% | $3,061-65.2% |
| Admin fee / account holder | $98 | $91+7.4% | $5,586-98.2% | $95+3.5% |