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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $39,566 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $29,030 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,056 | $71,142-54.9% | $119,634-73.2% | $64,824-50.5% |
| Participation rate | 34.3% | 78.6%-44.3pp | 79.3%-45.0pp | 71.5%-37.2pp |
| Annual return | -18.03% | -10.01%-8.0pp | -14.98%-3.0pp | 32.84%-50.9pp |
| Employer contribution / active EE | $1,034 | $2,497-58.6% | $4,232-75.6% | $2,507-58.8% |
| Participant deferral / active EE | $2,263 | $4,490-49.6% | $5,601-59.6% | $4,311-47.5% |
| Admin fee / account holder | $350 | $162+115.9% | $10,329-96.6% | $188+86.3% |