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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 1801 MARKET STREET · PHILADELPHIA, PA 19103 | Contract Administrator | $23,380 |
Filed as: GIRARD INVESTMENT SERVICES, LLC Service code 28 · EIN 23-1699073 | Investment Management | $15,905 |
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 | $31,047 | $42,332-26.7% | $80,607-61.5% | - |
| Participation rate | 24.1% | 51.1%-27.0pp | 67.0%-42.9pp | - |
| Annual return | 13.64% | 49.99%-36.4pp | 936.11%-922.5pp | - |
| Employer contribution / active EE | $851 | $1,076-20.9% | $2,724-68.8% | - |
| Participant deferral / active EE | $2,244 | $3,616-38.0% | $4,448-49.6% | - |
| Admin fee / account holder | $385 | $1,582-75.7% | $5,379-92.8% | - |