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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC8 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $12,736 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,758 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,422 | $79,223-90.6% | $102,460-92.8% | $74,478-90.0% |
| Participation rate | 86.9% | 74.8%+12.2pp | 76.5%+10.4pp | 67.2%+19.7pp |
| Annual return | 10.85% | 54.98%-44.1pp | 29.47%-18.6pp | 1370.56%-1359.7pp |
| Employer contribution / active EE | $443 | $2,363-81.2% | $3,025-85.4% | $2,626-83.1% |
| Participant deferral / active EE | $1,502 | $4,417-66.0% | $5,056-70.3% | $4,350-65.5% |
| Admin fee / account holder | $52 | $2,003-97.4% | $9,460-99.4% | $1,946-97.3% |