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| Provider | Service type | Compensation |
|---|---|---|
GREAT VALLEY ADVISOR GROUP3 years Filed as: GREAT VALLEY ADVISOR GROUP INC. Service code 27 1200 PENNSYLVANIA AVE STE 202 · WILMINGTON, DE 19806 | Advisory (Plan) | $49,104 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,795 |
TAX SHELTERED COMPENSATION, INC.4+ years Filed as: TAX SHELTERED COMPENSATION INC. Service code 13 · EIN 41-0955056 7365 KIRKWOOD CT N STE 200 · MAPLE GROVE, MN 55369 | Contract Administrator | $20,650 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,302 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,484 | $106,230-42.1% | $147,080-58.2% | $77,736-20.9% |
| Participation rate | 49.3% | 78.4%-29.1pp | 82.2%-32.9pp | 70.6%-21.3pp |
| Annual return | 24.99% | 56.91%-31.9pp | 420.17%-395.2pp | 31.26%-6.3pp |
| Employer contribution / active EE | $1,527 | $4,072-62.5% | $4,933-69.0% | $2,728-44.0% |
| Participant deferral / active EE | $2,804 | $8,001-65.0% | $8,066-65.2% | $4,651-39.7% |
| Admin fee / account holder | $240 | $338-29.0% | $12,989-98.2% | $433-44.6% |