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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $575 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL1 year Service code 49 KATHMERE CAPITAL MANAGEMENT · KING OF PRUSSIA, PA 19406 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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).
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 | $15,215 | $32,425-53.1% | $74,577-79.6% | $55,167-72.4% |
| Participation rate | 19.5% | 54.0%-34.5pp | 68.1%-48.6pp | 69.0%-49.5pp |
| Annual return | 5.52% | 10.63%-5.1pp | 20.47%-14.9pp | 169.23%-163.7pp |
| Employer contribution / active EE | $0 | $1,043-100.0% | $2,525-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $800 | $1,995-59.9% | $3,458-76.9% | $3,054-73.8% |
| Admin fee / account holder | $16 | $748-97.9% | $4,138-99.6% | $504-96.9% |