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| Provider | Service type | Compensation |
|---|---|---|
BPAS2+ years Service code 15 · EIN 16-1503696 3501 MASONS MILL ROAD · HUTINGDON VALLEY, PA 19006 | Recordkeeping | $24,486 |
MORRIS J. COHEN & CO., P.C.2+ years Service code 10 · EIN 23-2666906 1601 MARKET STREET · PHILADELPHIA, PA 19103 | Accounting | $9,027 |
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 | $66,872 | $43,423+54.0% | $78,676-15.0% | $55,167+21.2% |
| Participation rate | 43.2% | 68.0%-24.8pp | 73.6%-30.4pp | 69.0%-25.8pp |
| Annual return | 4.91% | 11.53%-6.6pp | 62.19%-57.3pp | 169.23%-164.3pp |
| Employer contribution / active EE | $1,377 | $1,997-31.0% | $2,850-51.7% | $1,963-29.8% |
| Participant deferral / active EE | $1,976 | $2,509-21.2% | $3,517-43.8% | $3,054-35.3% |
| Admin fee / account holder | $329 | $416-21.1% | $4,510-92.7% | $504-34.8% |