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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 1801 MARKET STREET · PHILADELPHIA, PA 19102 | Contract Administrator | $0 |
ROOSEVELT INVESTMENTS3 years Service code 28 570 LEXINGTON AVE · NEW YORK, NY 10022 | Investment Management | $0 |
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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $24,669 | $56,540-56.4% | $185,851-86.7% | $86,821-71.6% |
| Participation rate | 42.7% | 65.5%-22.8pp | 81.7%-39.0pp | 72.3%-29.6pp |
| Annual return | 22.04% | 118.20%-96.2pp | 122.11%-100.1pp | 97.94%-75.9pp |
| Employer contribution / active EE | $691 | $1,844-62.5% | $5,168-86.6% | $2,406-71.3% |
| Participant deferral / active EE | $433 | $2,555-83.1% | $5,569-92.2% | $4,132-89.5% |
| Admin fee / account holder | $305 | $150+103.9% | $16,245-98.1% | $170+80.0% |