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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 1801 MARKET STREET · PHILADELPHIA, PA 19102 | Contract Administrator | $94,722 |
ROOSEVELT INVESTMENTS5 years Service code 28 570 LEXINGTON AVE · NEW YORK, NY 10022 | Investment Management | $10,938 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,045 | $47,180-51.2% | $149,723-84.6% | $74,473-69.1% |
| Participation rate | 63.1% | 63.4%-0.3pp | 78.8%-15.6pp | 70.7%-7.6pp |
| Annual return | 10.06% | 22.75%-12.7pp | 134.50%-124.4pp | 34.36%-24.3pp |
| Employer contribution / active EE | $1,126 | $1,907-41.0% | $4,821-76.7% | $2,638-57.3% |
| Participant deferral / active EE | $835 | $2,730-69.4% | $5,682-85.3% | $4,530-81.6% |
| Admin fee / account holder | $238 | $343-30.6% | $13,215-98.2% | $347-31.4% |