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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $970 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL3 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.
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 | $19,573 | $33,067-40.8% | $76,518-74.4% | $56,289-65.2% |
| Participation rate | 23.5% | 55.4%-31.9pp | 68.0%-44.5pp | 69.9%-46.4pp |
| Annual return | -4.06% | 2.72%-6.8pp | -0.27%-3.8pp | -9.96%+5.9pp |
| Employer contribution / active EE | $0 | $1,200-100.0% | $2,647-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,052 | $2,240-53.1% | $3,836-72.6% | $3,350-68.6% |
| Admin fee / account holder | $26 | $537-95.2% | $4,849-99.5% | $521-95.1% |