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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,115 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS Service code 49 1501 K ST NW STE 1100 · WASHINGTON, DC 20005 | Other Services | $0 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $4,504 | $77,817-94.2% | $123,553-96.4% | $64,173-93.0% |
| Participation rate | 70.8% | 74.7%-3.9pp | 82.3%-11.5pp | 69.6%+1.2pp |
| Annual return | -3.76% | 12.49%-16.2pp | 119.21%-123.0pp | 7.63%-11.4pp |
| Employer contribution / active EE | $986 | $3,014-67.3% | $4,628-78.7% | $2,381-58.6% |
| Participant deferral / active EE | $1,470 | $5,240-71.9% | $6,426-77.1% | $3,470-57.6% |
| Admin fee / account holder | $2 | $5,519-100.0% | $9,284-100.0% | $4,887-100.0% |