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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,266 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
UBS FINANCIAL SERVICES INC2 years 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,546 | $64,286-89.8% | $90,970-92.8% | $73,412-91.1% |
| Participation rate | 18.7% | 63.6%-44.9pp | 69.0%-50.3pp | 72.2%-53.5pp |
| Annual return | 17.77% | 21.46%-3.7pp | 134.58%-116.8pp | 59.30%-41.5pp |
| Employer contribution / active EE | $0 | $895-100.0% | $2,122-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $406 | $2,453-83.4% | $3,373-88.0% | $3,806-89.3% |
| Admin fee / account holder | $7 | $287-97.7% | $5,960-99.9% | $158-95.7% |