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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 20-4780677 2929 ARACH STREET · PHILADELPHIA, PA 19104 | Recordkeeping | $25,821 |
Service code 15 · EIN 13-3646501 | Recordkeeping | $11,313 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $13,652 | $37,196-63.3% | $154,111-91.1% | $55,725-75.5% |
| Participation rate | 81.4% | 64.1%+17.3pp | 83.0%-1.7pp | 70.9%+10.5pp |
| Annual return | -6.27% | 1319.68%-1326.0pp | 735.18%-741.5pp | 244.93%-251.2pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $2,785 | $2,068+34.7% | $5,081-45.2% | $3,356-17.0% |
| Admin fee / account holder | $38 | $102-62.6% | $13,411-99.7% | $115-67.0% |