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| Provider | Service type | Compensation |
|---|---|---|
GREAT VALLEY ADVISOR GROUP2 years Service code 27 · EIN 51-0295792 1200 PENNSYLVANIA AVE. #202 · WILMINGTON, DE 19806 | Advisory (Plan) | $26,504 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 333 GUADALUPE ST. · AUSTIN, TX 78714 | Contract Administrator | $20,464 |
Filed as: AXA EQUITABLE LIFE INSURANCE COMPAN Service code 25 · EIN 13-5570651 P.O. BOX 4956 · SYRACUSE, NY 13221 | Directed Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $49,785 | $46,100+8.0% | $86,582-42.5% | $69,631-28.5% |
| Participation rate | 55.9% | 67.2%-11.3pp | 73.5%-17.6pp | 70.7%-14.8pp |
| Annual return | 14.09% | 21.02%-6.9pp | 965.08%-951.0pp | 27571.02%-27556.9pp |
| Employer contribution / active EE | $1,074 | $1,850-41.9% | $2,839-62.2% | $2,032-47.1% |
| Participant deferral / active EE | $1,810 | $2,432-25.6% | $3,609-49.8% | $3,224-43.8% |
| Admin fee / account holder | $103 | $94+9.9% | $4,904-97.9% | $110-6.6% |