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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PROFESSIONAL CAPITAL SERVICES LLC Service code 13 · EIN 46-4091337 | Contract Administrator | $35,248 |
NEWSQUARE CAPITAL, LLC1 year Filed as: NEWSQUARE CAPITAL LLC Service code 27 16 CAMPUS BLVD · NEWTOWN SQUARE, PA 19073 | Advisory (Plan) | $11,430 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,131 | $82,093-76.7% | $379,746-95.0% | $73,412-73.9% |
| Participation rate | 65.8% | 76.8%-11.0pp | 78.4%-12.6pp | 72.2%-6.3pp |
| Annual return | 12.76% | 18.89%-6.1pp | 34.90%-22.1pp | 59.30%-46.5pp |
| Employer contribution / active EE | $0 | $2,847-100.0% | $3,540-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,103 | $4,697-76.5% | $6,024-81.7% | $3,806-71.0% |
| Admin fee / account holder | $134 | $128+5.0% | $7,927-98.3% | $158-15.1% |