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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,696 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $0 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS Service code 49 1295 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $25,328 | $88,324-71.3% | $115,037-78.0% | $55,191-54.1% |
| Participation rate | 17.8% | 72.5%-54.8pp | 81.4%-63.6pp | 69.2%-51.4pp |
| Annual return | -1.61% | 6.30%-7.9pp | 26.14%-27.8pp | 10.78%-12.4pp |
| Employer contribution / active EE | $49 | $2,805-98.2% | $4,608-98.9% | $1,899-97.4% |
| Participant deferral / active EE | $2,465 | $5,042-51.1% | $6,026-59.1% | $3,046-19.1% |
| Admin fee / account holder | $7 | $105-93.2% | $8,175-99.9% | $91-92.1% |