Filed December 19, 2011
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 |
|---|---|---|
Filed as: DELAWARE VALLEY RETIREMENT INC. Service code 13 21 CHESTER PIKEQ · WEST CHESTER, PA 19078 | Contract Administrator | $26,059 |
IVC WEALTH ADVISORS LLC2 years Service code 27 163 EAST MAIN STREET · SILVERDALE, PA 18962 | Advisory (Plan) | $21,533 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 115 SOUTH 84TH STREET · MILWAUKEE, WI 53214 | Accounting | $10,500 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,843 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,025 | $52,293-54.1% | $178,499-86.5% | $73,412-67.3% |
| Participation rate | 78.3% | 65.3%+12.9pp | 81.9%-3.7pp | 72.2%+6.1pp |
| Annual return | 9.70% | 34.75%-25.0pp | 151.10%-141.4pp | 59.30%-49.6pp |
| Employer contribution / active EE | $1,175 | $1,735-32.3% | $5,011-76.6% | $2,234-47.4% |
| Participant deferral / active EE | $1,191 | $2,332-48.9% | $5,202-77.1% | $3,806-68.7% |
| Admin fee / account holder | $107 | $127-15.9% | $13,986-99.2% | $158-32.1% |