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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 1801 MARKET STREET · PHILADELPHIA, PA 19103 | Contract Administrator | $15,703 |
Filed as: HIGH TOWER ADVISORS Service code 27 200 W MADISON ST · CHICAGO, IL 60606 | Advisory (Plan) | $14,765 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $94,036 | $48,576+93.6% | $169,452-44.5% | $56,287+67.1% |
| Participation rate | 21.7% | 65.8%-44.1pp | 77.8%-56.1pp | 69.9%-48.1pp |
| Annual return | -8.01% | -2.51%-5.5pp | 1.83%-9.8pp | -9.96%+1.9pp |
| Employer contribution / active EE | $1,007 | $1,559-35.4% | $4,157-75.8% | $2,111-52.3% |
| Participant deferral / active EE | $1,716 | $3,275-47.6% | $5,277-67.5% | $3,350-48.8% |
| Admin fee / account holder | $953 | $435+118.9% | $9,110-89.5% | $521+82.9% |