Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $36,002-39.6% | $161,489-86.5% | $64,728-66.4% |
| Participation rate | 58.9% | 57.4%+1.5pp | 78.7%-19.8pp | 57.9%+1.0pp |
| Annual return | 9.10% | 33.93%-24.8pp | 89.72%-80.6pp | 49.38%-40.3pp |
| Employer contribution / active EE | $1,043 | $1,380-24.4% | $4,268-75.6% | $2,243-53.5% |
| Participant deferral / active EE | $973 | $1,815-46.4% | $5,630-82.7% | $2,729-64.4% |
| Admin fee / account holder | $195 | $931-79.0% | $16,006-98.8% | $1,145-82.9% |