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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $391 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: UBS Service code 49 32300 NORTHWESTERN HWY 150 · FARMINGTON HILLS, MI 48334 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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).
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 | $8,174 | $40,174-79.7% | $84,021-90.3% | $67,579-87.9% |
| Participation rate | 15.2% | 62.7%-47.5pp | 69.0%-53.8pp | 71.3%-56.1pp |
| Annual return | 28.20% | 25.82%+2.4pp | 71.32%-43.1pp | 378.56%-350.4pp |
| Employer contribution / active EE | $0 | $808-100.0% | $1,984-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $321 | $2,301-86.0% | $3,239-90.1% | $3,539-90.9% |
| Admin fee / account holder | $3 | $128-97.7% | $6,102-100.0% | $142-97.9% |