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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS Service code 49 3450 DOWLEN ROAD · BEAUMONT, TX 77706 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $6,372 | $48,576-86.9% | $169,452-96.2% | $56,287-88.7% |
| Participation rate | 91.2% | 65.8%+25.4pp | 77.8%+13.4pp | 69.9%+21.3pp |
| Annual return | -5.56% | -2.51%-3.0pp | 1.83%-7.4pp | -9.96%+4.4pp |
| Employer contribution / active EE | $903 | $1,559-42.1% | $4,157-78.3% | $2,111-57.2% |
| Participant deferral / active EE | $1,306 | $3,275-60.1% | $5,277-75.3% | $3,350-61.0% |
| Admin fee / account holder | $0 | $435-100.0% | $9,110-100.0% | $521-100.0% |