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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,126 |
Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $6,942 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | 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.
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 | $27,524 | $78,419-64.9% | $133,978-79.5% | $73,412-62.5% |
| Participation rate | 26.6% | 78.6%-52.0pp | 79.8%-53.2pp | 72.2%-45.6pp |
| Annual return | 19.07% | 33.35%-14.3pp | 45.10%-26.0pp | 59.30%-40.2pp |
| Employer contribution / active EE | $662 | $2,044-67.6% | $3,919-83.1% | $2,234-70.4% |
| Participant deferral / active EE | $1,407 | $3,925-64.2% | $5,047-72.1% | $3,806-63.0% |
| Admin fee / account holder | $201 | $161+24.4% | $8,930-97.8% | $158+27.1% |