Filed February 27, 2015
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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 23-2748550 1030 OLD VALLEY FORGE ROAD · KING OF PRUSSIA, PA 19406 | Other Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $32,599 | $58,093-43.9% | $80,022-59.3% | $56,289-42.1% |
| Participation rate | 96.6% | 73.6%+22.9pp | 75.8%+20.7pp | 69.9%+26.7pp |
| Annual return | -6.82% | 34.63%-41.5pp | 11.22%-18.0pp | -9.96%+3.1pp |
| Employer contribution / active EE | $575 | $1,933-70.2% | $2,468-76.7% | $2,111-72.7% |
| Participant deferral / active EE | $3,887 | $3,136+23.9% | $3,686+5.5% | $3,350+16.0% |
| Admin fee / account holder | $17 | $623-97.2% | $6,521-99.7% | $521-96.7% |