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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANT RETIREMENT CONSULTING Service code 27 · EIN 33-0785439 | Advisory (Plan) | $17,871 |
NATIONWIDE10+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $16,799 |
DELAWARE VALLEY RETIREMENT, INC.10+ years Service code 15 21 CHESTER PIKE · RIDLEY PARK, PA 19078 | Recordkeeping | $4,387 |
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.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,939 | $55,446-37.0% | $155,574-77.5% | $74,429-53.1% |
| Participation rate | 22.3% | 61.9%-39.6pp | 78.2%-55.9pp | 67.2%-44.9pp |
| Annual return | 10.36% | 269.20%-258.8pp | 64.87%-54.5pp | 1368.38%-1358.0pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,676-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $643 | $2,836-77.3% | $5,629-88.6% | $4,348-85.2% |
| Admin fee / account holder | $388 | $1,743-77.7% | $15,914-97.6% | $1,944-80.0% |