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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 1801 MARKET STREET · PHILADELPHIA, PA 19103 | Contract Administrator | $4,965 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $53,683 | $37,044+44.9% | $71,796-25.2% | $57,658-6.9% |
| Participation rate | 57.1% | 61.1%-4.0pp | 69.1%-12.0pp | 70.2%-13.1pp |
| Annual return | 5.36% | 12.64%-7.3pp | 78.04%-72.7pp | 5.13%+0.2pp |
| Employer contribution / active EE | $0 | $720-100.0% | $1,924-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $3,591 | $1,974+81.9% | $2,794+28.5% | $3,061+17.3% |
| Admin fee / account holder | $547 | $101+442.1% | $4,815-88.6% | $95+478.8% |