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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $52,463 |
DELAWARE VALLEY RETIREMENT, INC.1+ years Service code 15 · EIN 20-2055473 | Recordkeeping | $12,602 |
CAMPBELL TAYLOR WASHBURN1+ years Filed as: CAMPBELL, RAPPOLD & YURASITS, LLP Service code 10 · EIN 23-1386942 | Accounting | $9,800 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $65,378 | $52,678+24.1% | $75,784-13.7% | $59,633+9.6% |
| Participation rate | 94.5% | 67.2%+27.3pp | 75.8%+18.7pp | 68.7%+25.9pp |
| Annual return | -1.33% | 2.95%-4.3pp | 9.68%-11.0pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $5,292 | $2,193+141.3% | $3,323+59.2% | $2,203+140.2% |
| Participant deferral / active EE | $1,877 | $2,591-27.5% | $3,652-48.6% | $3,192-41.2% |
| Admin fee / account holder | $751 | $3,610-79.2% | $5,300-85.8% | $4,297-82.5% |