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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $954 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS Service code 49 20 PACIFICA · IRVINE, CA 92618 | 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,111 | $47,648-95.6% | $130,660-98.4% | $67,579-96.9% |
| Participation rate | 10.4% | 60.4%-50.0pp | 71.7%-61.4pp | 71.3%-60.9pp |
| Annual return | 35.32% | 25.73%+9.6pp | 1709.29%-1674.0pp | 378.56%-343.2pp |
| Employer contribution / active EE | $0 | $1,408-100.0% | $4,092-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $222 | $2,616-91.5% | $3,603-93.9% | $3,539-93.7% |
| Admin fee / account holder | $14 | $105-86.8% | $5,463-99.7% | $142-90.3% |