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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 1801 MARKET STREET · PHILADELPHIA, PA 19103 | Contract Administrator | $17,677 |
GIRARD PARTNERS3 years Filed as: GIRARD INVESTMENT SERVICES, LLC Service code 28 · EIN 23-1699073 | Investment Management | $9,225 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $27,674 | $43,133-35.8% | $89,414-69.0% | $73,493-62.3% |
| Participation rate | 26.9% | 55.0%-28.1pp | 68.0%-41.1pp | 70.7%-43.8pp |
| Annual return | 23.62% | 135.66%-112.0pp | 245.50%-221.9pp | 28.51%-4.9pp |
| Employer contribution / active EE | $730 | $1,438-49.2% | $2,586-71.8% | $2,270-67.9% |
| Participant deferral / active EE | $1,750 | $2,445-28.4% | $3,890-55.0% | $3,740-53.2% |
| Admin fee / account holder | $309 | $444-30.3% | $4,883-93.7% | $513-39.7% |