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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $883 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
PURSHE KAPLAN STERLING INV2+ years Filed as: PURSHE KAPLAN STERLING Service code 49 610 W GERMANTOWN PIKE · PLYMOUTH MEETING, PA 19462 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $1,389 | $48,064-97.1% | $78,778-98.2% | $69,631-98.0% |
| Participation rate | 79.5% | 61.6%+18.0pp | 69.2%+10.3pp | 70.7%+8.8pp |
| Annual return | 65.70% | 21.81%+43.9pp | 35.62%+30.1pp | 27571.02%-27505.3pp |
| Employer contribution / active EE | $244 | $744-67.1% | $1,986-87.7% | $2,032-88.0% |
| Participant deferral / active EE | $1,196 | $2,079-42.5% | $2,958-59.6% | $3,224-62.9% |
| Admin fee / account holder | $3 | $152-98.2% | $5,134-99.9% | $110-97.5% |