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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLAN ADMIN SERVICE LLC Service code 13 · EIN 16-1503696 | Contract Administrator | $3,254 |
PHILADELPHIA TRUST COMPANY1+ years Filed as: THE PHILADELPHIA GROUP Service code 26 150 SOUTH WARNER ROAD · KING OF PRUSSIA, PA 19406 | Advisory (Participants) | $246 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,692 | $69,631-80.3% | $56,429-75.7% | $69,631-80.3% |
| Participation rate | 8.5% | 70.7%-62.2pp | 80.0%-71.6pp | 70.7%-62.2pp |
| Annual return | 0.00% | 27571.02%-27571.0pp | 19.04%-19.0pp | 27571.02%-27571.0pp |
| Employer contribution / active EE | $1,074 | $2,032-47.2% | $3,405-68.5% | $2,032-47.2% |
| Participant deferral / active EE | $148 | $3,224-95.4% | $3,951-96.3% | $3,224-95.4% |
| Admin fee / account holder | $62 | $110-43.4% | $4,466-98.6% | $110-43.4% |