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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,740 |
Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $7,317 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,789 | $104,336-75.3% | $159,455-83.8% | $86,813-70.3% |
| Participation rate | 71.6% | 77.7%-6.1pp | 82.8%-11.2pp | 72.3%-0.6pp |
| Annual return | 75.57% | 26.32%+49.2pp | 263.63%-188.1pp | 97.93%-22.4pp |
| Employer contribution / active EE | $2,480 | $3,451-28.1% | $4,830-48.7% | $2,406+3.1% |
| Participant deferral / active EE | $4,755 | $6,837-30.4% | $7,353-35.3% | $4,131+15.1% |
| Admin fee / account holder | $94 | $172-45.2% | $10,800-99.1% | $170-44.3% |