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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $535 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS Service code 49 20 MONTCHANIN ROAD · GREENVILLE, DE 19807 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $40,886 | $50,637-19.3% | $86,582-52.8% | $62,293-34.4% |
| Participation rate | 48.2% | 67.9%-19.7pp | 73.5%-25.4pp | 69.5%-21.3pp |
| Annual return | 13.38% | 20.80%-7.4pp | 965.08%-951.7pp | 28.90%-15.5pp |
| Employer contribution / active EE | $831 | $2,075-60.0% | $2,839-70.7% | $2,042-59.3% |
| Participant deferral / active EE | $2,602 | $2,611-0.4% | $3,609-27.9% | $3,169-17.9% |
| Admin fee / account holder | $5 | $413-98.7% | $4,904-99.9% | $479-98.9% |