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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $800 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $0 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS Service code 49 600 SUPERIOR AVENUE EAST · CLEVELAND, OH 44114 | Other Services | $0 |
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 | $14,836 | $45,566-67.4% | $64,105-76.9% | $59,633-75.1% |
| Participation rate | 86.0% | 60.2%+25.9pp | 68.2%+17.9pp | 68.7%+17.4pp |
| Annual return | -2.61% | 4.95%-7.6pp | 791.24%-793.9pp | 2041.45%-2044.1pp |
| Employer contribution / active EE | $347 | $934-62.9% | $1,820-81.0% | $2,203-84.3% |
| Participant deferral / active EE | $1,935 | $2,057-5.9% | $2,822-31.4% | $3,192-39.4% |
| Admin fee / account holder | $7 | $3,268-99.8% | $4,499-99.9% | $4,297-99.8% |