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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,035 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL2 years 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 | $19,955 | $36,767-45.7% | $81,473-75.5% | $62,293-68.0% |
| Participation rate | 20.0% | 54.4%-34.4pp | 68.0%-48.0pp | 69.5%-49.5pp |
| Annual return | 14.84% | 173.80%-159.0pp | 38.78%-23.9pp | 28.90%-14.1pp |
| Employer contribution / active EE | $0 | $1,128-100.0% | $2,568-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $945 | $2,111-55.2% | $3,537-73.3% | $3,169-70.2% |
| Admin fee / account holder | $27 | $797-96.6% | $4,561-99.4% | $479-94.3% |