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 |
|---|---|---|
ASSET STRATEGY RC, LLC6+ years Service code 27 3500 MARKET STREET · CAMP HILL, PA 17011 | Advisory (Plan) | $27,771 |
Service code 13 | Contract Administrator | $7,822 |
Filed as: ATLANTIC PENSION SERVICES Service code 13 511 SCHOOLHOUSE ROAD · KENNETT SQUARE, PA 19348 | Contract Administrator | $5,000 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,750 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $0 |
Filed as: GWFS EQUITIES INC Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities brokerage | $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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,129 | $79,519-69.7% | $95,964-74.9% | $73,412-67.1% |
| Participation rate | 74.2% | 81.2%-6.9pp | 77.1%-2.8pp | 72.2%+2.1pp |
| Annual return | 15.08% | 19.20%-4.1pp | 91.64%-76.6pp | 59.30%-44.2pp |
| Employer contribution / active EE | $865 | $2,048-57.8% | $2,541-66.0% | $2,234-61.3% |
| Participant deferral / active EE | $1,633 | $4,138-60.5% | $4,167-60.8% | $3,806-57.1% |
| Admin fee / account holder | $83 | $184-54.9% | $6,797-98.8% | $158-47.3% |