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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,720 |
ADP BROKER-DEALER2 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 |
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).
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 | $7,964 | $59,535-86.6% | $90,161-91.2% | $62,293-87.2% |
| Participation rate | 78.8% | 73.0%+5.8pp | 76.9%+1.9pp | 69.5%+9.3pp |
| Annual return | 24.29% | 23.53%+0.8pp | 34.89%-10.6pp | 28.90%-4.6pp |
| Employer contribution / active EE | $742 | $1,826-59.4% | $3,318-77.7% | $2,042-63.7% |
| Participant deferral / active EE | $2,161 | $4,639-53.4% | $5,287-59.1% | $3,169-31.8% |
| Admin fee / account holder | $18 | $337-94.6% | $5,943-99.7% | $479-96.2% |