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| Provider | Service type | Compensation |
|---|---|---|
BPAS3+ years Service code 15 · EIN 16-1503696 3501 MASONS MILL ROAD · HUTINGDON VALLEY, PA 19006 | Recordkeeping | $25,135 |
MORRIS J. COHEN & CO., P.C.3+ years Service code 10 · EIN 23-2666906 1601 MARKET STREET · PHILADELPHIA, PA 19103 | Accounting | $9,710 |
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.)
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,385 | $50,637+46.9% | $86,590-14.1% | $62,292+19.4% |
| Participation rate | 42.6% | 67.9%-25.3pp | 73.5%-31.0pp | 69.5%-26.9pp |
| Annual return | 14.29% | 20.80%-6.5pp | 964.84%-950.5pp | 28.90%-14.6pp |
| Employer contribution / active EE | $1,513 | $2,075-27.1% | $2,839-46.7% | $2,042-25.9% |
| Participant deferral / active EE | $2,135 | $2,611-18.3% | $3,609-40.8% | $3,169-32.6% |
| Admin fee / account holder | $332 | $413-19.7% | $4,906-93.2% | $479-30.8% |