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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $19,312 |
Filed as: DELAWARE VALLEY RETIREMENT Service code 64 · EIN 20-2055473 | Recordkeeping Fees | $5,318 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $49,550 | $52,884-6.3% | $84,753-41.5% | $55,167-10.2% |
| Participation rate | 18.4% | 67.5%-49.1pp | 76.6%-58.2pp | 69.0%-50.6pp |
| Annual return | 5.13% | 18.03%-12.9pp | 22.78%-17.7pp | 169.23%-164.1pp |
| Employer contribution / active EE | $528 | $2,233-76.4% | $3,574-85.2% | $1,963-73.1% |
| Participant deferral / active EE | $787 | $2,644-70.2% | $3,712-78.8% | $3,054-74.2% |
| Admin fee / account holder | $0 | $581-100.0% | $5,333-100.0% | $504-100.0% |