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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 1801 MARKET STREET · PHILADELPHIA, PA 19103 | Contract Administrator | $97,993 |
RICHARD J. WOLF & COMPANY1+ years Filed as: RICHARD SCHMIDT & ASSOCIATES Service code 28 576 BROAH HOLLOW ROAD · MELVILLE, NY 11747 | Investment Management | $36,218 |
BRINKER CAPITAL1+ years Filed as: BRINKER CAPITAL SERVICES, LLC Service code 28 1055 WESTLAKES DR · BERWYN, PA 19312 | Investment Management | $28,975 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $47,604 | $33,745+41.1% | $64,105-25.7% | $55,191-13.7% |
| Participation rate | 54.9% | 59.4%-4.4pp | 68.2%-13.2pp | 69.2%-14.2pp |
| Annual return | -1.94% | 4.95%-6.9pp | 791.24%-793.2pp | 10.78%-12.7pp |
| Employer contribution / active EE | $0 | $641-100.0% | $1,820-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $3,587 | $1,929+85.9% | $2,822+27.1% | $3,046+17.7% |
| Admin fee / account holder | $359 | $94+280.2% | $4,499-92.0% | $91+295.1% |