Filed February 5, 2018
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $46,591 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $27,484 |
INSERO & CO. CPAS, LLP2 years Filed as: INSERO & COMPANY CPAS, LLP Service code 10 · EIN 47-5324570 | Accounting | $9,200 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $30,537 | $75,284-59.4% | $91,004-66.4% | $69,631-56.1% |
| Participation rate | 93.0% | 80.4%+12.6pp | 75.6%+17.4pp | 70.7%+22.3pp |
| Annual return | 21.29% | 48.40%-27.1pp | 4.60%+16.7pp | 27571.02%-27549.7pp |
| Employer contribution / active EE | $593 | $2,473-76.0% | $2,456-75.9% | $2,032-70.8% |
| Participant deferral / active EE | $2,818 | $3,700-23.8% | $3,548-20.6% | $3,224-12.6% |
| Admin fee / account holder | $203 | $111+83.7% | $5,417-96.3% | $110+83.9% |