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| Provider | Service type | Compensation |
|---|---|---|
GREAT VALLEY ADVISOR GROUP3 years Service code 27 · EIN 51-0295792 1200 PENNSYLVANIA AVE. #202 · WILMINGTON, DE 19806 | Advisory (Plan) | $21,221 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 333 GUADALUPE ST. · AUSTIN, TX 78714 | Contract Administrator | $5,624 |
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 | $49,192 | $43,999+11.8% | $79,466-38.1% | $55,725-11.7% |
| Participation rate | 60.3% | 66.9%-6.6pp | 73.3%-13.0pp | 70.9%-10.5pp |
| Annual return | -5.97% | 1.81%-7.8pp | 718.28%-724.2pp | 244.93%-250.9pp |
| Employer contribution / active EE | $1,189 | $1,830-35.0% | $2,800-57.6% | $2,078-42.8% |
| Participant deferral / active EE | $2,007 | $2,538-20.9% | $3,704-45.8% | $3,356-40.2% |
| Admin fee / account holder | $33 | $118-71.7% | $5,104-99.3% | $115-71.1% |