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| Provider | Service type | Compensation |
|---|---|---|
VALUE CONSULTING GROUP1 year Filed as: VALUE MANAGEMENT, INC. Service code 34 2370 YORK ROAD, E2 · JAMISON, PA 18929 | Direct payment from the plan; Valuati... | $11,478 |
Service code 29 555 CITY AVENUE SUITE 910 · BALA CYNWYD, PA 19004 | Legal | $10,482 |
SES ADVISORS, INC.1 year Service code 15 555 CITY AVENUE SUITE 910 · BALA CYNWYD, PA 19004 | Recordkeeping | $9,850 |
SUNTRUST BANKS, INC.1 year Filed as: BRANCH BANKING AND TRUST COMPANY Service code 18 P.O. BOX 2887 · WILSON, NC 27894 | Direct payment from the plan; Custodi... | $8,799 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,535 | $56,110-84.8% | $94,993-91.0% | $70,126-87.8% |
| Participation rate | 92.9% | 65.0%+27.9pp | 73.9%+19.0pp | 69.5%+23.3pp |
| Annual return | -11.86% | 51.02%-62.9pp | 27.14%-39.0pp | 73.15%-85.0pp |
| Employer contribution / active EE | $0 | $1,442-100.0% | $2,603-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $2,391-100.0% | $3,317-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,363 | $3,456-60.6% | $4,960-72.5% | $4,645-70.7% |