Filed April 26, 2023 (most recent of 3 filings on file)
Total covered: 10 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 ONE RAYMOND DRIVE - SUITE 7 · HAVERTOWN, PA 19083 | Contract Administrator | $5,000 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $338,224 | $99,957+238.4% | $149,745+125.9% | $73,497+360.2% |
| Participation rate | 0.0% | 75.7%-75.7pp | 82.5%-82.5pp | 70.7%-70.7pp |
| Annual return | 10.54% | 53.87%-43.3pp | 276.72%-266.2pp | 28.51%-18.0pp |
| Employer contribution / active EE | $4,986 | $3,191+56.2% | $4,646+7.3% | $2,270+119.6% |
| Participant deferral / active EE | $9,291 | $6,073+53.0% | $6,843+35.8% | $3,740+148.4% |
| Admin fee / account holder | $53 | $551-90.5% | $9,312-99.4% | $513-89.8% |