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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 | $36,904-41.1% | $158,223-86.3% | $65,191-66.6% |
| Participation rate | 58.9% | 62.1%-3.2pp | 79.2%-20.3pp | 63.0%-4.1pp |
| Annual return | 9.10% | 24.43%-15.3pp | 52.09%-43.0pp | 51.24%-42.1pp |
| Employer contribution / active EE | $1,043 | $1,489-30.0% | $4,109-74.6% | $2,400-56.6% |
| Participant deferral / active EE | $973 | $1,936-49.8% | $5,467-82.2% | $2,671-63.6% |
| Admin fee / account holder | $195 | $793-75.4% | $16,047-98.8% | $907-78.5% |