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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,020 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
UBS FINANCIAL SERVICES INC3+ 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).
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 | $29,351 | $55,453-47.1% | $170,439-82.8% | $62,293-52.9% |
| Participation rate | 37.1% | 66.4%-29.3pp | 83.6%-46.5pp | 69.5%-32.4pp |
| Annual return | 16.40% | 21.38%-5.0pp | 205.94%-189.5pp | 28.90%-12.5pp |
| Employer contribution / active EE | $173 | $2,164-92.0% | $5,433-96.8% | $2,042-91.5% |
| Participant deferral / active EE | $1,702 | $2,303-26.1% | $4,939-65.5% | $3,169-46.3% |
| Admin fee / account holder | $34 | $455-92.5% | $13,881-99.8% | $479-92.9% |