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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $115,150 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $97,723 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,434 | $87,621-59.6% | $86,439-59.0% | $77,906-54.5% |
| Participation rate | 62.5% | 85.8%-23.3pp | 80.3%-17.8pp | 73.7%-11.2pp |
| Annual return | -16.55% | -13.90%-2.7pp | 4395.55%-4412.1pp | 12.16%-28.7pp |
| Employer contribution / active EE | $1,819 | $3,474-47.6% | $3,769-51.7% | $2,846-36.1% |
| Participant deferral / active EE | $5,611 | $8,645-35.1% | $6,952-19.3% | $4,805+16.8% |
| Admin fee / account holder | $161 | $85+90.2% | $6,732-97.6% | $133+21.5% |