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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $550 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: UBS Service code 49 1021 E ST MARY BLVD · LAFAYETTE, LA 70503 | 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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,704 | $71,192-75.1% | $117,861-85.0% | $62,293-71.6% |
| Participation rate | 48.2% | 74.2%-26.0pp | 79.7%-31.5pp | 69.5%-21.3pp |
| Annual return | 16.71% | 18.66%-2.0pp | 335.11%-318.4pp | 28.90%-12.2pp |
| Employer contribution / active EE | $1,237 | $1,934-36.0% | $3,786-67.3% | $2,042-39.4% |
| Participant deferral / active EE | $1,738 | $3,189-45.5% | $4,482-61.2% | $3,169-45.2% |
| Admin fee / account holder | $39 | $587-93.4% | $8,021-99.5% | $479-91.9% |