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| Provider | Service type | Compensation |
|---|---|---|
BPAS1+ years Service code 15 · EIN 16-1503696 3501 MASONS MILL ROAD · HUTINGDON VALLEY, PA 19006 | Recordkeeping | $24,797 |
MORRIS J. COHEN & CO., P.C.1+ years Service code 10 · EIN 23-2666906 1601 MARKET STREET · PHILADELPHIA, PA 19103 | Accounting | $17,542 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $62,821 | $41,854+50.1% | $73,836-14.9% | $52,331+20.0% |
| Participation rate | 41.0% | 66.2%-25.2pp | 73.4%-32.4pp | 68.1%-27.1pp |
| Annual return | -1.86% | 2.11%-4.0pp | 2268.06%-2269.9pp | 4.54%-6.4pp |
| Employer contribution / active EE | $632 | $1,920-67.1% | $2,787-77.3% | $1,882-66.4% |
| Participant deferral / active EE | $1,758 | $2,498-29.6% | $3,583-50.9% | $3,022-41.8% |
| Admin fee / account holder | $392 | $493-20.4% | $4,882-92.0% | $592-33.7% |