Filed February 5, 2018
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $38,595 |
UBS FINANCIAL SERVICES INC6+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $38,321 |
INSERO & CO. CPAS, LLP5 years Filed as: INSERO & COMPANY CPAS, LLP Service code 10 · EIN 47-5324570 | Accounting | $10,000 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,914 | $85,135-44.9% | $98,907-52.6% | $73,409-36.1% |
| Participation rate | 94.3% | 81.1%+13.2pp | 76.0%+18.3pp | 72.2%+22.1pp |
| Annual return | 18.21% | 19.14%-0.9pp | 196.43%-178.2pp | 59.29%-41.1pp |
| Employer contribution / active EE | $602 | $2,721-77.9% | $2,689-77.6% | $2,234-73.0% |
| Participant deferral / active EE | $3,313 | $4,349-23.8% | $4,244-21.9% | $3,805-12.9% |
| Admin fee / account holder | $208 | $139+49.3% | $6,642-96.9% | $158+31.7% |