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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PROFESSIONAL CAPITAL SERVICES LLC Service code 12 · EIN 23-3030846 1801 MARKET STREET · PHILADELPHIA, PA 19103 | Contract Administrator; Recordkeeping... | $20,128 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $236,009 | $70,002+237.1% | $115,038+105.2% | $52,331+351.0% |
| Participation rate | 76.8% | 72.1%+4.7pp | 81.4%-4.6pp | 68.1%+8.7pp |
| Annual return | -2.38% | 4.04%-6.4pp | 26.14%-28.5pp | 4.54%-6.9pp |
| Employer contribution / active EE | $8,825 | $2,715+225.1% | $4,608+91.5% | $1,882+369.0% |
| Participant deferral / active EE | $7,820 | $4,920+58.9% | $6,026+29.8% | $3,022+158.7% |
| Admin fee / account holder | $127 | $566-77.6% | $8,175-98.5% | $592-78.6% |