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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $11,988 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,196 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,160 | $71,534-81.6% | $98,462-86.6% | $71,529-81.6% |
| Participation rate | 91.0% | 72.7%+18.4pp | 75.2%+15.9pp | 67.9%+23.1pp |
| Annual return | 12.80% | 32.44%-19.6pp | 21.17%-8.4pp | 28.97%-16.2pp |
| Employer contribution / active EE | $0 | $2,399-100.0% | $3,049-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $2,375 | $4,109-42.2% | $4,738-49.9% | $4,291-44.7% |
| Admin fee / account holder | $119 | $1,677-92.9% | $8,875-98.7% | $1,588-92.5% |