Filed February 5, 2018
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $51,261 |
UBS FINANCIAL SERVICES INC8+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $45,000 |
INSERO & CO. CPAS, LLP7 years Filed as: INSERO & COMPANY CPAS, LLP Service code 10 · EIN 47-5324570 | Accounting | $11,330 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,382 | $81,948-58.0% | $90,766-62.1% | $64,824-47.0% |
| Participation rate | 90.0% | 80.5%+9.6pp | 75.7%+14.4pp | 71.5%+18.6pp |
| Annual return | -20.75% | -12.53%-8.2pp | -12.16%-8.6pp | 32.84%-53.6pp |
| Employer contribution / active EE | $658 | $3,067-78.5% | $2,922-77.5% | $2,507-73.8% |
| Participant deferral / active EE | $3,831 | $4,844-20.9% | $4,565-16.1% | $4,311-11.1% |
| Admin fee / account holder | $249 | $157+58.3% | $8,446-97.1% | $188+32.4% |