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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 1801 MARKET STREET · PHILADELPHIA, PA 19103 | Contract Administrator | $27,283 |
GIRARD PARTNERS5 years Filed as: GIRARD INVESTMENT SERVICES, LLC Service code 28 · EIN 23-1699073 | Investment Management | $10,778 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,980 | $34,634-19.2% | $77,096-63.7% | $64,819-56.8% |
| Participation rate | 25.9% | 49.8%-24.0pp | 67.9%-42.1pp | 71.5%-45.6pp |
| Annual return | -13.59% | -5.31%-8.3pp | 42.35%-55.9pp | 32.84%-46.4pp |
| Employer contribution / active EE | $796 | $1,385-42.5% | $2,814-71.7% | $2,507-68.3% |
| Participant deferral / active EE | $2,107 | $2,553-17.5% | $4,429-52.4% | $4,311-51.1% |
| Admin fee / account holder | $346 | $178+94.1% | $5,428-93.6% | $188+84.2% |