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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 1801 MARKET STREET · PHILADELPHIA, PA 19103 | Contract Administrator | $12,480 |
ALEXANDRIA ALEJANDRES1+ years Filed as: ALEXANDRIA CAPITAL, LLC Service code 27 4900 SEMINARY RD · ALEXANDRIA, VA 22311 | Advisory (Plan) | $12,155 |
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.
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).
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 | $31,612 | $88,324-64.2% | $115,038-72.5% | $55,191-42.7% |
| Participation rate | 23.1% | 72.5%-49.4pp | 81.4%-58.2pp | 69.2%-46.0pp |
| Annual return | -4.83% | 6.30%-11.1pp | 26.14%-31.0pp | 10.78%-15.6pp |
| Employer contribution / active EE | $659 | $2,805-76.5% | $4,608-85.7% | $1,899-65.3% |
| Participant deferral / active EE | $1,643 | $5,042-67.4% | $6,026-72.7% | $3,046-46.1% |
| Admin fee / account holder | $269 | $105+155.2% | $8,175-96.7% | $91+196.2% |