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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 35-1140070 150 N RADNOR-CHESTER ROAD · RADNOR, PA 19087 | Contract Administrator | $12,452 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $49 |
Service code 17 · EIN 20-4548831 202 MONTROSE WEST AVE. · COPLEY, OH 44321 | Pension Consulting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $27,451 | $58,726-53.3% | $92,239-70.2% | $62,293-55.9% |
| Participation rate | 34.3% | 68.3%-34.0pp | 76.5%-42.2pp | 69.5%-35.2pp |
| Annual return | 14.87% | 43.62%-28.8pp | 176.29%-161.4pp | 28.90%-14.0pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,680-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,194 | $2,766-20.7% | $3,897-43.7% | $3,169-30.8% |
| Admin fee / account holder | $230 | $556-58.7% | $5,194-95.6% | $479-52.0% |