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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 1801 MARKET STREET · PHILADELPHIA, PA 19102 | Contract Administrator | $43,894 |
VALUE CONSULTING GROUP2+ years Filed as: VALUE ARCHITECTS ASSET MANAGEMENT Service code 28 50 HARRISON STREET · HOBOKEN, NJ 07030 | Investment Management | $30,806 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,721 | $46,173-63.8% | $170,435-90.2% | $69,631-76.0% |
| Participation rate | 54.4% | 63.9%-9.5pp | 83.6%-29.2pp | 70.7%-16.2pp |
| Annual return | 8.96% | 21.62%-12.7pp | 205.94%-197.0pp | 27571.02%-27562.1pp |
| Employer contribution / active EE | $392 | $1,610-75.6% | $5,432-92.8% | $2,032-80.7% |
| Participant deferral / active EE | $400 | $2,080-80.7% | $4,939-91.9% | $3,224-87.6% |
| Admin fee / account holder | $157 | $116+35.4% | $13,881-98.9% | $110+42.2% |