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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PROFESSIONAL CAPITAL SERVICES Service code 13 1801 MARKET STREET · PHILADELPHIA, PA 19103 | Contract Administrator | $33,593 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $16,836 |
Service code 99 · EIN 20-0164579 | Other Fees | $11,783 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,390 | $69,774-2.0% | $67,575+1.2% | $74,459-8.2% |
| Participation rate | 98.5% | 71.4%+27.1pp | 72.9%+25.6pp | 67.2%+31.3pp |
| Annual return | 10.51% | -40.53%+51.0pp | 3528.98%-3518.5pp | 1369.70%-1359.2pp |
| Employer contribution / active EE | $1,757 | $2,710-35.2% | $2,736-35.8% | $2,626-33.1% |
| Participant deferral / active EE | $4,626 | $3,636+27.2% | $4,003+15.5% | $4,350+6.4% |
| Admin fee / account holder | $355 | $890-60.1% | $3,993-91.1% | $1,945-81.7% |