Filed February 27, 2015
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $43,161 | $66,319-34.9% | $93,621-53.9% | $65,186-33.8% |
| Participation rate | 96.6% | 74.0%+22.6pp | 75.8%+20.8pp | 70.2%+26.4pp |
| Annual return | 21.47% | 42.59%-21.1pp | 32.76%-11.3pp | 29.39%-7.9pp |
| Employer contribution / active EE | $569 | $2,013-71.7% | $2,719-79.1% | $2,177-73.9% |
| Participant deferral / active EE | $3,888 | $3,343+16.3% | $4,070-4.5% | $3,514+10.6% |
| Admin fee / account holder | $29 | $6,900-99.6% | $7,890-99.6% | $847-96.5% |