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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLAN ADMIN SERVICE LLC Service code 13 · EIN 16-1503696 | Contract Administrator | $32,691 |
LPL FINANCIAL1 year Filed as: LPL Service code 26 1072 MADISON AVENUE · LAKEWOOD, NJ 08701 | Advisory (Participants) | $5,325 |
Filed as: KATHMERE CAPITAL MANAGERMENT LLC Service code 26 1000 CONTINENTAL DRIVE · KING OF PRUSSIA, PA 19406 | Advisory (Participants) | $1,229 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $5,202 | $42,990-87.9% | $61,048-91.5% | $67,582-92.3% |
| Participation rate | 58.1% | 72.4%-14.4pp | 79.3%-21.2pp | 71.3%-13.2pp |
| Annual return | 11.50% | 23.20%-11.7pp | 26.18%-14.7pp | 378.57%-367.1pp |
| Employer contribution / active EE | $1,084 | $1,969-44.9% | $3,716-70.8% | $2,148-49.5% |
| Participant deferral / active EE | $149 | $2,496-94.0% | $4,470-96.7% | $3,539-95.8% |
| Admin fee / account holder | $90 | $109-18.2% | $3,728-97.6% | $142-37.0% |