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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 | $46,464-53.2% | $150,298-85.5% | $79,634-72.7% |
| Participation rate | 58.9% | 57.0%+2.0pp | 77.8%-18.8pp | 62.5%-3.5pp |
| Annual return | 9.10% | 27.89%-18.8pp | 62.79%-53.7pp | 36.46%-27.4pp |
| Employer contribution / active EE | $1,043 | $1,512-31.0% | $4,154-74.9% | $2,529-58.8% |
| Participant deferral / active EE | $973 | $2,157-54.9% | $5,453-82.2% | $3,835-74.6% |
| Admin fee / account holder | $195 | $891-78.1% | $14,116-98.6% | $1,002-80.5% |