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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $895 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
UBS FINANCIAL SERVICES INC3+ 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.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,314 | $44,221-60.8% | $121,208-85.7% | $56,287-69.2% |
| Participation rate | 55.9% | 61.1%-5.1pp | 71.8%-15.8pp | 69.9%-13.9pp |
| Annual return | -8.12% | -3.58%-4.5pp | 16.93%-25.1pp | -9.96%+1.8pp |
| Employer contribution / active EE | $638 | $1,480-56.9% | $4,023-84.1% | $2,111-69.8% |
| Participant deferral / active EE | $2,730 | $2,521+8.3% | $3,345-18.4% | $3,350-18.5% |
| Admin fee / account holder | $7 | $480-98.5% | $5,020-99.9% | $521-98.6% |