Filed February 5, 2018
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $56,727 |
UBS FINANCIAL SERVICES INC9+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $45,843 |
INSERO & CO. CPAS, LLP8 years Filed as: INSERO & COMPANY CPAS, LLP Service code 10 · EIN 47-5324570 | Accounting | $12,100 |
ADP BROKER-DEALER9+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,662 | $84,784-52.0% | $98,439-58.7% | $74,419-45.4% |
| Participation rate | 88.6% | 81.5%+7.1pp | 75.2%+13.5pp | 70.7%+17.9pp |
| Annual return | 21.93% | 20.59%+1.3pp | 21.16%+0.8pp | 34.38%-12.4pp |
| Employer contribution / active EE | $626 | $3,364-81.4% | $3,048-79.5% | $2,637-76.3% |
| Participant deferral / active EE | $3,872 | $5,218-25.8% | $4,738-18.3% | $4,528-14.5% |
| Admin fee / account holder | $233 | $204+14.0% | $8,948-97.4% | $348-33.0% |