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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $23,784 |
DELAWARE VALLEY RETIREMENT, INC.1+ years Service code 15 · EIN 20-2055473 | Recordkeeping | $5,619 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $32,343 | $42,546-24.0% | $71,796-55.0% | $55,167-41.4% |
| Participation rate | 48.3% | 59.1%-10.8pp | 69.1%-20.8pp | 69.0%-20.7pp |
| Annual return | 8.99% | 12.36%-3.4pp | 78.04%-69.1pp | 169.23%-160.2pp |
| Employer contribution / active EE | $377 | $803-53.1% | $1,924-80.4% | $1,963-80.8% |
| Participant deferral / active EE | $2,029 | $2,064-1.7% | $2,794-27.4% | $3,054-33.6% |
| Admin fee / account holder | $8 | $650-98.8% | $4,815-99.8% | $504-98.4% |