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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $725 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS Service code 49 601 108TH AVE NE SUITE 2000 · BELLEVUE, WA 98004 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,493 | $38,969-60.2% | $109,313-85.8% | $55,167-71.9% |
| Participation rate | 43.1% | 58.2%-15.1pp | 71.3%-28.2pp | 69.0%-25.9pp |
| Annual return | 8.11% | 8.26%-0.2pp | 22.07%-14.0pp | 169.23%-161.1pp |
| Employer contribution / active EE | $376 | $1,227-69.3% | $3,892-90.3% | $1,963-80.8% |
| Participant deferral / active EE | $2,010 | $2,176-7.6% | $3,166-36.5% | $3,054-34.2% |
| Admin fee / account holder | $7 | $501-98.6% | $5,666-99.9% | $504-98.6% |