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| Provider | Service type | Compensation |
|---|---|---|
GREAT VALLEY ADVISOR GROUP5 years Service code 27 · EIN 51-0295792 1200 PENNSYLVANIA AVE. #202 · WILMINGTON, DE 19806 | Advisory (Plan) | $25,966 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 333 GUADALUPE ST. · AUSTIN, TX 78714 | Contract Administrator | $11,729 |
Filed as: ATLANTIC PENSION SERVICES INC Service code 13 | Contract Administrator | $4,806 |
Filed as: ATLANTIC PENSION SERVICES IN Service code 13 · EIN 23-2942715 511 SCHOOLHOUSE ROAD · KENNETT SQUARE, PA 19348 | Contract Administrator | $1,000 |
Filed as: AXA EQUITABLE LIFE INSURANCE COMPAN Service code 25 · EIN 13-5570651 P.O. BOX 4956 · SYRACUSE, NY 13221 | Directed Trustee | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $58,988 | $52,722+11.9% | $90,430-34.8% | $73,412-19.6% |
| Participation rate | 67.0% | 67.7%-0.7pp | 72.7%-5.6pp | 72.2%-5.1pp |
| Annual return | 13.49% | 20.70%-7.2pp | 1293.73%-1280.2pp | 59.30%-45.8pp |
| Employer contribution / active EE | $1,510 | $1,872-19.3% | $3,262-53.7% | $2,234-32.4% |
| Participant deferral / active EE | $2,351 | $2,810-16.3% | $3,963-40.7% | $3,806-38.2% |
| Admin fee / account holder | $59 | $117-49.8% | $5,613-99.0% | $158-62.9% |