Filed May 6, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 23-3038464 | Contract Administrator | $12,647 |
SVP & WEALTH ADVISOR1 year Service code 26 101 NORTH BLAKELY STREET · DUNMORE, PA 18512 | Advisory (Participants) | $10,089 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $28,341 | $58,895-51.9% | $178,503-84.1% | $73,497-61.4% |
| Participation rate | 38.4% | 66.2%-27.8pp | 81.9%-43.5pp | 70.7%-32.3pp |
| Annual return | 13.34% | 24.86%-11.5pp | 151.12%-137.8pp | 28.51%-15.2pp |
| Employer contribution / active EE | $760 | $2,236-66.0% | $5,011-84.8% | $2,270-66.5% |
| Participant deferral / active EE | $946 | $2,567-63.1% | $5,202-81.8% | $3,740-74.7% |
| Admin fee / account holder | $307 | $400-23.3% | $13,987-97.8% | $513-40.1% |