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| Provider | Service type | Compensation |
|---|---|---|
PROFESSIONAL CAPITAL SERVICES, LLC10+ years Service code 13 1801 MARKET STREET · PHILADELPHIA, PA 19102 | Contract Administrator | $108,531 |
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.
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 | $21,745 | $38,165-43.0% | $189,758-88.5% | $69,255-68.6% |
| Participation rate | 58.9% | 66.7%-7.7pp | 79.8%-20.9pp | 69.0%-10.1pp |
| Annual return | 9.10% | 14.65%-5.5pp | 52.62%-43.5pp | 26.73%-17.6pp |
| Employer contribution / active EE | $1,043 | $1,589-34.4% | $4,767-78.1% | $2,645-60.6% |
| Participant deferral / active EE | $973 | $2,073-53.1% | $5,856-83.4% | $2,890-66.3% |
| Admin fee / account holder | $195 | $714-72.7% | $20,388-99.0% | $733-73.3% |