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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,825 |
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 1285 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.
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 | $25,515 | $46,360-45.0% | $147,618-82.7% | $52,331-51.2% |
| Participation rate | 39.3% | 64.9%-25.7pp | 84.6%-45.4pp | 68.1%-28.8pp |
| Annual return | -0.61% | 1.62%-2.2pp | 61.98%-62.6pp | 4.54%-5.2pp |
| Employer contribution / active EE | $193 | $2,126-90.9% | $5,565-96.5% | $1,882-89.7% |
| Participant deferral / active EE | $1,591 | $2,258-29.5% | $4,895-67.5% | $3,022-47.3% |
| Admin fee / account holder | $33 | $766-95.7% | $11,612-99.7% | $592-94.4% |