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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PROFESSIONAL CAPITAL SERVICES Service code 13 · EIN 23-3038464 | Contract Administrator | $5,701 |
NEWSQUARE CAPITAL, LLC1 year Service code 27 · EIN 27-1238163 | Advisory (Plan) | $5,493 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
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 | $16,847 | $61,214-72.5% | $83,322-79.8% | $56,287-70.1% |
| Participation rate | 60.9% | 72.6%-11.7pp | 77.8%-16.9pp | 69.9%-9.0pp |
| Annual return | -7.25% | 0.42%-7.7pp | 10.64%-17.9pp | -9.96%+2.7pp |
| Employer contribution / active EE | $1,449 | $1,925-24.7% | $3,379-57.1% | $2,111-31.3% |
| Participant deferral / active EE | $2,494 | $5,091-51.0% | $5,565-55.2% | $3,350-25.5% |
| Admin fee / account holder | $131 | $512-74.4% | $7,540-98.3% | $521-74.8% |