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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,102 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: UBS Service code 49 7950 SUMMERLIN LAKES DRIVE · FORT MYERS, FL 33907 | 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).
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 | $11,234 | $98,982-88.7% | $162,177-93.1% | $65,185-82.8% |
| Participation rate | 59.3% | 85.8%-26.4pp | 87.6%-28.2pp | 70.2%-10.9pp |
| Annual return | 26.84% | 24.84%+2.0pp | 115.60%-88.8pp | 29.38%-2.5pp |
| Employer contribution / active EE | $0 | $3,467-100.0% | $5,613-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,950 | $5,384-63.8% | $7,297-73.3% | $3,514-44.5% |
| Admin fee / account holder | $11 | $596-98.2% | $10,843-99.9% | $847-98.7% |