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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $605 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS Service code 49 17140 BERNARDO CENTER · SAN DIEGO, CA 92128 | 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.
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 | $3,835 | $33,067-88.4% | $76,518-95.0% | $56,289-93.2% |
| Participation rate | 67.8% | 55.4%+12.4pp | 68.0%-0.2pp | 69.9%-2.1pp |
| Annual return | -7.86% | 2.72%-10.6pp | -0.27%-7.6pp | -9.96%+2.1pp |
| Employer contribution / active EE | $0 | $1,200-100.0% | $2,647-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,410 | $2,240-37.1% | $3,836-63.2% | $3,350-57.9% |
| Admin fee / account holder | $2 | $537-99.6% | $4,849-100.0% | $521-99.6% |