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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,017 |
ADP BROKER-DEALER3 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 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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).
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 | $6,510 | $61,214-89.4% | $83,322-92.2% | $56,287-88.4% |
| Participation rate | 88.8% | 72.6%+16.2pp | 77.8%+11.0pp | 69.9%+18.9pp |
| Annual return | -5.65% | 0.42%-6.1pp | 10.64%-16.3pp | -9.96%+4.3pp |
| Employer contribution / active EE | $792 | $1,925-58.8% | $3,379-76.5% | $2,111-62.5% |
| Participant deferral / active EE | $2,379 | $5,091-53.3% | $5,565-57.3% | $3,350-29.0% |
| Admin fee / account holder | $13 | $512-97.6% | $7,540-99.8% | $521-97.6% |