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 |
|---|---|---|
IVC WEALTH ADVISORS LLC3+ years Filed as: IVC WEALTH ADVISORS, LLC Service code 27 163 E. MAIN STREET · SILVERDALE, PA 18962 | Advisory (Plan) | $41,624 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,187 |
DELAWARE VALLEY RETIREMENT, INC.3+ years Service code 13 21 CHESTER PIKE · RIDLEY PARK, PA 19078 | Contract Administrator | $29,312 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE LLP Service code 99 2599 WILMINGTON RD. · NEW CASTLE, PA 16105 | Other Fees | $6,335 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,293 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $35,577 | $50,919-30.1% | $155,556-77.1% | $77,762-54.2% |
| Participation rate | 38.6% | 63.1%-24.5pp | 78.2%-39.6pp | 70.6%-32.0pp |
| Annual return | 16.47% | 34.84%-18.4pp | 64.84%-48.4pp | 31.27%-14.8pp |
| Employer contribution / active EE | $760 | $1,991-61.8% | $4,675-83.7% | $2,728-72.1% |
| Participant deferral / active EE | $1,597 | $2,824-43.5% | $5,631-71.6% | $4,651-65.7% |
| Admin fee / account holder | $258 | $437-40.8% | $15,885-98.4% | $433-40.3% |