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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 1801 MARKET STREET · PHILADELPHIA, PA 19103 | Contract Administrator | $36,708 |
ALEXANDRIA ALEJANDRES2+ years Filed as: ALEXANDRIA CAPITAL, LLC Service code 27 4900 SEMINARY RD · ALEXANDRIA, VA 22311 | Advisory (Plan) | $15,669 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $38,879 | $80,177-51.5% | $123,894-68.6% | $57,658-32.6% |
| Participation rate | 21.4% | 74.4%-53.1pp | 81.4%-60.0pp | 70.2%-48.8pp |
| Annual return | 18.75% | 17.90%+0.8pp | 47.52%-28.8pp | 5.13%+13.6pp |
| Employer contribution / active EE | $683 | $2,913-76.5% | $4,617-85.2% | $1,974-65.4% |
| Participant deferral / active EE | $1,627 | $5,130-68.3% | $5,984-72.8% | $3,061-46.8% |
| Admin fee / account holder | $459 | $106+332.2% | $8,357-94.5% | $95+386.0% |