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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $975 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $0 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS Service code 49 1501 K ST NW STE 1100 · WASHINGTON, DC 20005 | 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $8,354 | $70,002-88.1% | $115,038-92.7% | $52,331-84.0% |
| Participation rate | 59.5% | 72.1%-12.6pp | 81.4%-21.9pp | 68.1%-8.6pp |
| Annual return | -1.06% | 4.04%-5.1pp | 26.14%-27.2pp | 4.54%-5.6pp |
| Employer contribution / active EE | $2,558 | $2,715-5.8% | $4,608-44.5% | $1,882+36.0% |
| Participant deferral / active EE | $1,342 | $4,920-72.7% | $6,026-77.7% | $3,022-55.6% |
| Admin fee / account holder | $3 | $566-99.6% | $8,175-100.0% | $592-99.6% |