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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: UBS Service code 49 401 E LAS OLAS BLVD · FORT LAUDERDALE, FL 33301 | 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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $13,072 | $75,388-82.7% | $123,552-89.4% | $55,725-76.5% |
| Participation rate | 28.6% | 75.7%-47.1pp | 82.3%-53.7pp | 70.9%-42.3pp |
| Annual return | 17.05% | 4.48%+12.6pp | 119.20%-102.2pp | 244.93%-227.9pp |
| Employer contribution / active EE | $0 | $3,063-100.0% | $4,628-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $1,397 | $5,651-75.3% | $6,426-78.3% | $3,356-58.4% |
| Admin fee / account holder | $0 | $120-100.0% | $9,285-100.0% | $115-100.0% |