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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $855 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS Service code 49 8500 NORMANDALE LAKE BLVD · BLOOMINGTON, MN 55437 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $45,009 | $79,557-43.4% | $118,746-62.1% | $70,124-35.8% |
| Participation rate | 76.1% | 71.4%+4.8pp | 78.3%-2.1pp | 69.5%+6.6pp |
| Annual return | 17.44% | 25.64%-8.2pp | 24.54%-7.1pp | 73.14%-55.7pp |
| Employer contribution / active EE | $566 | $2,861-80.2% | $4,193-86.5% | $2,342-75.9% |
| Participant deferral / active EE | $3,065 | $4,089-25.0% | $5,332-42.5% | $3,332-8.0% |
| Admin fee / account holder | $8 | $5,374-99.9% | $10,720-99.9% | $4,645-99.8% |