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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 1801 MARKET STREET · PHILADELPHIA, PA 19102 | Contract Administrator | $54,661 |
ROOSEVELT INVESTMENTS2 years Service code 28 730 THIRD AVENUE · NEW YORK, NY 10017 | Investment Management | $38,030 |
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.
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.
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 | $200,427 | $52,293+283.3% | $178,503+12.3% | $73,412+173.0% |
| Participation rate | 0.0% | 65.3%-65.3pp | 81.9%-81.9pp | 72.2%-72.2pp |
| Annual return | 4.01% | 34.75%-30.7pp | 151.12%-147.1pp | 59.30%-55.3pp |
| Employer contribution / active EE | $701 | $1,736-59.6% | $5,011-86.0% | $2,234-68.6% |
| Participant deferral / active EE | $404 | $2,333-82.7% | $5,202-92.2% | $3,806-89.4% |
| Admin fee / account holder | $1,716 | $127+1247.6% | $13,987-87.7% | $158+986.9% |