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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 211 EAST HIGH STREET · POTTSTOWN, PA 19464 | Advisory (Plan) | $19,027 |
Service code 13 · EIN 46-4091337 | Contract Administrator | $8,229 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $62,431 | $58,093+7.5% | $80,022-22.0% | $56,287+10.9% |
| Participation rate | 36.6% | 73.6%-37.0pp | 75.8%-39.2pp | 69.9%-33.3pp |
| Annual return | -2.84% | 34.63%-37.5pp | 11.22%-14.1pp | -9.96%+7.1pp |
| Employer contribution / active EE | $892 | $1,933-53.8% | $2,468-63.9% | $2,111-57.7% |
| Participant deferral / active EE | $1,625 | $3,136-48.2% | $3,686-55.9% | $3,350-51.5% |
| Admin fee / account holder | $580 | $623-6.9% | $6,521-91.1% | $521+11.3% |