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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $43,052 |
UBS FINANCIAL SERVICES INC1+ years Filed as: GAERTNER,/UBS Service code 49 1000 HARBOR BLVD, 5TH FLOOR · WEEHAWKEN, NJ 07086 | Other Services | $29,459 |
DEAWM TRUST COMPANY1+ years Service code 99 | Other Fees | $1,750 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
DEAM DISTRIBUTORS, INC.1+ years Filed as: DEAWM DISTRIBUTORS, INC. Service code 63 · EIN 36-3976708 | 12b-1 Fees | $0 |
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.
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 | $7,459 | $37,117-79.9% | $147,617-94.9% | $55,191-86.5% |
| Participation rate | 82.4% | 63.6%+18.8pp | 84.6%-2.2pp | 69.2%+13.3pp |
| Annual return | -1.44% | 3.44%-4.9pp | 61.98%-63.4pp | 10.78%-12.2pp |
| Employer contribution / active EE | $228 | $1,620-86.0% | $5,564-95.9% | $1,899-88.0% |
| Participant deferral / active EE | $1,568 | $1,985-21.0% | $4,895-68.0% | $3,046-48.5% |
| Admin fee / account holder | $31 | $86-63.4% | $11,612-99.7% | $91-65.5% |